JS
CFA
JS
CFA
Jacob Schultz is a CFA-designated registered investment advisor at Destra Capital Advisors LLC, based in Bozeman, MT, with 7 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 3 clients with $410M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
IM Fee
Planning only
Assets Under Management
$414.2M
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Location
443 N. Willson Avenue, Bozeman, MT, 59715
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Destra Capital Advisors LLC
March 2019 - Present · 7 yrs 1 mo
Destra Capital Investments LLC
February 2019 - Present · 7 yrs 2 mos
Destra Capital Investments LLCBroker
February 2019 - Present · 7 yrs 2 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.