Jennifer Specter has been Chief Compliance Officer, Chief Operations Officer of Schultz Financial Group since August 2016, is a control person of the firm and directly owns between 10% and 25% of it. Jennifer Specter holds an M.A. in Psychology from Northern Arizona University and a B.A. in Psychology from the University of California, San Diego.
Schultz Financial Group Incorporated is a Reno, NV firm with $215M under management, 116 clients and 4 advisers across 2 offices, as of its June 2026 filing.
Jennifer Specter is Chief Operations Officer and Chief Compliance Officer of Schultz Financial Group Inc., based in Reno, Nevada. She manages business operations and is responsible for the firm's overall productivity and efficiency. She has over two decades of experience in the financial services industry, including more than 10 years with Schwab Advisor Services.
- – present · 10 yearsReno, NV · Adviser representative · Firm CRD 108724
Investment adviser representative registrations
Jennifer Specter is registered as an investment adviser representative in Nevada, since July 2016.
- NevadaSince 5 July 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 June 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 October 1999 |
| Series 7 | General Securities Representative Examination | 27 May 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jennifer Leigh Specter
- CRD
- 2988118
- Firm
- Schultz Financial Group · CRD 108724
- Role
- Chief Compliance Officer, Chief Operations Officer
- Office
- 5190 NEIL ROAD, SUITE 450, Reno, NV 89502
- Registration
- Investment adviser registration
- In the industry since
- July 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sfginc.com
Where does Jennifer Specter work?
Jennifer Specter has been Chief Compliance Officer, Chief Operations Officer of Schultz Financial Group Incorporated since August 2016, and is a control person of the firm.
Is Jennifer Specter a financial advisor?
Yes. Jennifer Specter has a current investment-adviser registration in Nevada, through Schultz Financial Group since July 2016.
How many years of experience does Jennifer Specter have?
Jennifer Specter has 10 years in the financial industry, since July 2016, across 1 adviser firm.
What exams has Jennifer Specter passed?
Jennifer Specter has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 1999.
Where is Jennifer Specter based?
Jennifer Specter’s registered office is in Reno, NV.
Is Jennifer Specter registered with FINRA?
No. Jennifer Specter has no current broker registration.
How can I verify Jennifer Specter’s record?
Search CRD 2988118 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Specter’s full registration record.
