Jim Schmidt Email & Phone Number
Founder and CEO @ Schmidt Wealth Management & Associates
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jim Schmidt Location
- Richmond, VA, US
Jim Schmidt Work
- 2021 -now Founder and CEO @
- 2011 -now Senior Vice President, Investments @
- 2011 -2021 Team Founder @ Schmidt Wealth Managment Group
- 1998 -2011 Managing Director @
- 1989 -1998 Senior Vice President @ Prudential Securities
- 1984 -1989 Associate Vice President @ EF Hutton
- 1961 -1967 Student @ Rye High School
Jim Schmidt Education
- State University of New York at 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 @ State University of New York at 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.
Looking for a different Jim Schmidt?
Find contact details for 700 million professionals.
Top Schmidt Wealth Management & Associates Employees
Jim Schmidt
Founder and CEO
Richmond, VA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co