Adrian Schultz has been an investment adviser representative at Bradley Wealth since April 2026, and is not listed among the firm’s executive officers or direct owners.
Bradley Wealth LLC is a Scottsdale, AZ firm with $197M under management, 204 clients and 5 advisers in one office, as of its March 2026 filing.
Adrian Schultz’s longest registration was 1 year at J.P. Morgan Securities LLC (2022–2023). Before joining Bradley Wealth in 2026, Adrian Schultz was registered through J.P. Morgan Securities LLC.
- Bradley Wealth LLCCurrent– present · under a yearScottsdale, AZ · Adviser representative · Firm CRD 131808
- J.P. Morgan Securities LLC– · 1 yearTempe, AZ · Adviser representative · Firm CRD 79
Investment adviser representative registrations
Adrian Schultz is registered as an investment adviser representative in Arizona, since April 2026.
- ArizonaSince 14 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 April 2026 |
| Series 66 | Uniform Combined State Law Examination | 6 July 2022 |
| Series 7TO | General Securities Representative Examination | 26 November 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 14 January 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 November 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Adrian Christopher Schultz
- CRD
- 5862565
- Firm
- Bradley Wealth · CRD 131808
- Office
- 16430 N. SCOTTSDALE ROAD, SUITE 230, Scottsdale, AZ 85254
- Registration
- Investment adviser registration
- In the industry since
- October 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Adrian Schultz work?
Adrian Schultz is an investment adviser representative registered through Bradley Wealth LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Adrian Schultz a financial advisor?
Yes. Adrian Schultz has a current investment-adviser registration in Arizona, through Bradley Wealth since April 2026.
How many years of experience does Adrian Schultz have?
Adrian Schultz has 8 years in the financial industry, since October 2017, across 2 adviser firms.
What exams has Adrian Schultz passed?
Adrian Schultz has passed 5 licensing exams: the Series 6, Series 63, Series 7TO, Series 66 and Series 65. The earliest, the Series 6, was passed in November 2013. FINRA credited Adrian Schultz with the SIE, which began in October 2018.
Where did Adrian Schultz work before Bradley Wealth?
Before Bradley Wealth, Adrian Schultz was registered through J.P. Morgan Securities LLC, July 2022 to August 2023.
Where is Adrian Schultz based?
Adrian Schultz’s registered office is in Scottsdale, AZ.
Is Adrian Schultz registered with FINRA?
No. Adrian Schultz has no current broker registration.
How can I verify Adrian Schultz’s record?
Search CRD 5862565 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adrian Schultz’s full registration record.