Jordan Carl Schulze
Investment Adviser Representative at JOHN Hancock Investment Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jordan Carl Schulze is an investment adviser representative with JOHN Hancock Investment Management LLC in Fallston, MD, where they have been registered since 2026. They have worked in the securities industry since 2010 and have been registered with 4 firms, including Jackson National LIFE Distributors LLC and T. ROWE Price Investment Services, Inc. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Maryland and Massachusetts.
Registrations & licenses
- Investment adviser:
- Maryland, Massachusetts
- Broker:
4 states and territories
District of Columbia, Maryland, Massachusetts, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Jackson National LIFE Distributors LLCApr 2012 – Nov 2017Denver, CO
- T Rowe PriceNov 2017 – Jul 2018Baltimore, MD
- Jackson National Life Distributors LLCJul 2018 – Jan 2026Franklin, TN
- John Hancock Investment Management Distributors LLCJan 2026 – no end date reportedBoston, MA
- John HancockJan 2026 – no end date reportedBoston, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About JOHN Hancock Investment Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Fallston, MD
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jordan Carl Schulze has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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