Jason Schultz
Certified Financial Planner Professional at LongView Planning Partners | Jackson, Tennessee, United States
Jason Schultz’s Email & Phone Number
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Certified Financial Planner Professional at LongView Planning Partners in March 2020 - Present
Certified Financial Planner Professional at Capital Financial Group, LLC in January 2016 - March 2020
Financial Advisor at Northwestern Mutual in January 2008 - January 2015
Educator and Consultant to Cardiologist, Nephrologist, and Endocrinologist at Novartis in January 2004 - January 2008
Educator and Consultant to Neurologist, Psychiatrist, Physiatrist at King Pharmaceuticals in January 2003 - January 2004
Educator and Consultant to Neurosurgeons, Orthopedic surgeons, and Emergency Medicine Physicians at Elan in January 2000 - January 2003
Educator and Consultant to Family Practice and Internal Medicine Physicians at Dura in January 1998 - January 2000
Union University, Bachelors of Science
Leadership Jackson, Chamber of Commerce
We provide comprehensive financial planning for physicians and dentists. Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC, 10 Cadillac Drive, Suite 300, Brentwood, TN 37027 (615) 309-6300. LongView Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Discover more about LongView Planning Partners
Certified Financial Planner™ Helping Physicians and Special Needs Families
Financial Advisor / Special Care Planner at LongView Planning Partners
(June 2017 – Present)
Accounting Manager at Shep Digital Solutions with expertise in financial analysis
Accounting Manager at Shep Digital Solutions
(June 2022 – Present)
Financial Planning Consultant
Financial Planning Consultant at LongView Planning Partners
(November 2019 – Present)
Certified Public Accountant and Financial Advisor for Physicians & Dentists
Advisor at LongView Planning Partners
(December 2016 – Present)
Financial Planner for Physicians and Dentists
Financial Planner at LongView Planning Partners
(July 2016 – Present)
Comprehensive Financial Planner for Physicians and Dentists
We partner with Physicians and Dentists to meet their comprehensive financial planning needs through holistic guidance. Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and service...
What is Jason Schultz, CFP®, CASL®, CLU® email address?
Email Jason Schultz, CFP®, CASL®, CLU® at [email protected] and [email protected]. This email is the most updated Jason Schultz, CFP®, CASL®, CLU®'s email found in 2026.
How to contact Jason Schultz, CFP®, CASL®, CLU®?
To contact Jason Schultz, CFP®, CASL®, CLU® send an email to [email protected] or [email protected].
What company does Jason Schultz work for?
Jason Schultz works for LongView Planning Partners.
What is Jason Schultz's role at LongView Planning Partners?
Jason Schultz is Certified Financial Planner Professional
What industry does Jason Schultz work in?
Jason Schultz works in the Financial Services industry.
