Jennifer Schultz has been an investment adviser representative at Stone House Investment Management since May 2024, and is not listed among the firm’s executive officers or direct owners. Jennifer Schultz holds a Bachelor's Degree in Nutrition and Dietetics from Mansfield University.
Stone House Investment Management, LLC is a Tunkhannock, PA firm with $842M under management, 1,171 clients and 17 advisers across 6 offices, as of its July 2026 filing.
Jennifer Schultz is Lead Advisor of Stone House Investment Management. She has over two decades of experience in the financial industry, helping clients manage investments, administer trusts and estates, and provide general financial planning advice.
- – present · 2 yearsTunkhannock, PA · Adviser representative · Firm CRD 139410
Investment adviser representative registrations
Jennifer Schultz is registered as an investment adviser representative in Pennsylvania, since May 2024.
- PennsylvaniaSince 7 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 May 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jennifer May Schultz
- CRD
- 7893808
- Firm
- Stone House Investment Management · CRD 139410
- Office
- 80 WEST TIOGA STREET, Tunkhannock, PA 18657
- Registration
- Investment adviser registration
- In the industry since
- May 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stonehouseinv.com
Where does Jennifer Schultz work?
Jennifer Schultz is an investment adviser representative registered through Stone House Investment Management, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jennifer Schultz a financial advisor?
Yes. Jennifer Schultz has a current investment-adviser registration in Pennsylvania, through Stone House Investment Management since May 2024.
How many years of experience does Jennifer Schultz have?
Jennifer Schultz has 2 years in the financial industry, since May 2024, across 1 adviser firm.
What exams has Jennifer Schultz passed?
Jennifer Schultz passed the Series 65 in May 2024.
Where is Jennifer Schultz based?
Jennifer Schultz’s registered office is in Tunkhannock, PA.
Is Jennifer Schultz registered with FINRA?
No. Jennifer Schultz has no current broker registration.
How can I verify Jennifer Schultz’s record?
Search CRD 7893808 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Schultz’s full registration record.
