Jim Schmidt Email & Phone Number
Founder and CEO @ Schmidt Wealth Management & Associates
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Jim Schmidt Location
- Richmond, VA, US
Jim Schmidt Work
- Founder and CEO @ (July 2021 - Present)
- Senior Vice President, Investments @ (December 2011 - Present)
- Team Founder @ Schmidt Wealth Managment Group (December 2011 - January 2021)
- Managing Director @ (March 1998 - December 2011)
- Senior Vice President @ Prudential Securities (November 1989 - March 1998)
- Associate Vice President @ EF Hutton (July 1984 - November 1989)
- Student @ Rye High School (January 1961 - January 1967)
Jim Schmidt Education
- SUNY New Paltz
Bachelor of Arts
1975 - Rye High School
Jim Schmidt Skills
- Microsoft Office
- Portfolio Management
- Social Media
- Financial Analysis
- Sales
- Investment Strategies
- Offshoring
- Strategic Planning
- Private Equity
- Customer Service
- FINRA
- Series 7
Jim Schmidt Summary
- Jim Schmidt, based in Richmond, VA, US, is currently a Founder and CEO at Schmidt Wealth Management & Associates. Jim Schmidt brings experience from previous roles at Raymond James, Schmidt Wealth Managment Group, Wells Fargo Advisors and Prudential Securities. Jim Schmidt holds a Bachelor of Arts @ SUNY New Paltz. With a robust skill set that includes Microsoft Office, Portfolio Management, Social Media, Financial Analysis, Sales and more. Jim Schmidt has 1 emails on RocketReach.
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