DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

JONATHAN TISDALE SCHULTZ

Advisor at WELLS FARGO ADVISORS

FRASER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:39dbc0ff-2aaa-3e6f-fdb1-f0b0818debec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 1, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 23, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 23, 1998
First registration: Jan 1, 1999
Dual registered: yes, broker-dealer
IAPD individual key: 3057716

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Sep 19, 2019	n/a	yes	FRASER, CO	Current employment
WELLS FARGO ADVISORS	Wirehouse	Dec 1, 2005	Sep 19, 2019	no	COLORADO SPRINGS, CO	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jun 13, 2005	Jul 6, 2005	no	CLEVELAND, OH	Previous registration
OFI PRIVATE INVESTMENTS INC	Former SEC adviser	Mar 27, 2003	Mar 10, 2005	no	NEW YORK, NY	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 1, 1999	Mar 10, 2003	no	COLORADO SPRING, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	WELLS FARGO ADVISORS	Sep 19, 2019	Sep 19, 2019	0	Channel change	Wirehouse to wirehouse
OFI PRIVATE INVESTMENTS INC	WELLS FARGO ADVISORS	Mar 10, 2005	Jun 13, 2005	95	Firm change	Other
UBS FINANCIAL SERVICES INC.	OFI PRIVATE INVESTMENTS INC	Mar 10, 2003	Mar 27, 2003	17	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:11025:CO:2019-09-11	Sep 19, 2019	Sep 19, 2019	COLORADO SPRINGS, CO	Firm change

Relationships

Registered with (4)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Sep 19, 2019 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 1, 2005 to Sep 19, 2019factForm ADV
→ OFI PRIVATE INVESTMENTS INCRegistered adviserregistration: previous registration
Mar 27, 2003 to Mar 10, 2005factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 1, 1999 to Mar 10, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:39dbc0ff-2aaa-3e6f-fdb1-f0b0818debec
First observed: Jan 1, 1999
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JONATHAN TISDALE SCHULTZ

Advisor at WELLS FARGO ADVISORS

FRASER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:39dbc0ff-2aaa-3e6f-fdb1-f0b0818debec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:29 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WELLS FARGO ADVISORS

Wirehouse

Sep 19, 2019

n/a

yes

FRASER, CO

Current employment

WELLS FARGO ADVISORS

Wirehouse

Dec 1, 2005

Sep 19, 2019

COLORADO SPRINGS, CO

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Jun 13, 2005

Jul 6, 2005

CLEVELAND, OH

Previous registration

OFI PRIVATE INVESTMENTS INC

Former SEC adviser

Mar 27, 2003

Mar 10, 2005

NEW YORK, NY

Previous registration

UBS FINANCIAL SERVICES INC.

Wirehouse

Jan 1, 1999

Mar 10, 2003

COLORADO SPRING, CO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WELLS FARGO ADVISORS

Sep 19, 2019

Channel change

Wirehouse to wirehouse

OFI PRIVATE INVESTMENTS INC

WELLS FARGO ADVISORS

Mar 10, 2005

Jun 13, 2005

Firm change

Other

UBS FINANCIAL SERVICES INC.

OFI PRIVATE INVESTMENTS INC

Mar 10, 2003

Mar 27, 2003

Firm change

Other

Team

Left

Joined

From

Kind

19616:11025:CO:2019-09-11

Sep 19, 2019

COLORADO SPRINGS, CO

Firm change