Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
2yrs
Jonathan Schultz
Financial advisor at Leading Edge Financial Planning
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeRaleigh, NC
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Leading Edge Financial Planning
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Career
- Jan 2025 – nowLeading Edge Financial Planning LLCCurrent firm
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Leading Edge Financial Planning at 865-240-2292 and ask for Jonathan Schultz. Jonathan works from the Raleigh, NC office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Jonathan hold?
Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Leading Edge Financial Planning reports being paid by a percentage of the assets they manage. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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