Jay Scholz Email & Phone Number
President @ SCHOLZ INVESTMENTS, LLC
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Jay Scholz Location
- San Antonio, TX, US
Jay Scholz Work
- President @ (November 1992 - Present)
- Sales Specialist @ (September 2019 - August 2020)
- Owner @ (July 2003 - September 2019)
- Director of Enlightened Retirement @ Padgett, Stratemann & Co., LLP (November 1998 - July 2003)
- Plan Consultant @ Carley & McCaw Inc. (January 1993 - January 1998)
Jay Scholz Education
- Institute of Paralegal Training
Certificate (Retirement Plans)
1980-1980 - University of Wisconsin-Whitewater
BBA (Business - Emphasis in Business Law)
1975-1979
Jay Scholz Skills
- Estate Planning
- Financial Advisory
- Series 63
- Team Building
- Financial Planners
- Public Speaking
- Pensions
- Fixed Annuities
- Retirement Planning
- Financial Planning
- Sales
- IRAs
- Investments
- Plan Administration
- Series 6
- 401k
- Retirement Plan Consulting
- Asset Allocation
- Roth IRA
- Investment Advisory
- Strategic Planning
- Financial Services
- Sales Management
- Compliance
- Wealth Management
- Mutual Funds
- Business Planning
- Strategic Financial Planning
- 403 b
- Qualified Retirement Plans
- Microsoft Office
- Wealth Accumulation
- New Business Development
- Marketing
- Defined Benefit
- Actuarial Science
- Profit Sharing
- Small Business
- Management
- 401k Rollovers
- Project Management
- ERISA
- Plan Design
- Research
- Retirement
- Employee Benefits
- Business Development
- 401K Retirement Savings Plans
- Strategic Thinking
- 401 Retirement Savings Plans
Jay Scholz Summary
- Jay Scholz, based in San Antonio, TX, US, is currently a President at SCHOLZ INVESTMENTS, LLC. Jay Scholz brings experience from previous roles at The Retirement Advantage, Inc. (TRA), SCHOLZ & FRIENDS ENLIGHTENED RETIREMENT GROUP, INC, Padgett, Stratemann & Co., LLP and Carley & McCaw Inc.. Jay Scholz holds a 1980 - 1980 Certificate in Retirement Plans @ Institute of Paralegal Training. With a robust skill set that includes Estate Planning, Financial Advisory, Series 63, Team Building, Financial Planners and more. Jay Scholz has 2 mobile phone numbers on RocketReach.
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