Jay Schulman, ChFC, CLU

Financial Advisor

Jay Schulman has served as a financial advisor since 1993.  He has been affiliated with  the nation's largest, independent broker-dealer*, LPL Financial, since 2004.

He has earned the professional designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) through the American College in Bryn Mawr, PA. These designations are awarded after successfully completing courses and exams on topics including:  investments, insurance and tax planning.  In addition, in order to maintain these designations, Jay must meet ethical standards and continuing education requirements.

Jay's practice primarily focuses on investment management.  Portfolios are tailored to pursue each individual's goals/needs and are constructed using LPL Financial and privately subscribed research along with Jay's experience.  It is Jay's belief that less is often more.  That is, fewer changes to the orginal strategy created may lead to better returns over the long term.  Additionally, Jay feels the small size of his practice is advantageous for new and existing customers.  He develops strong connections and can quickly respond to service needs.  Further, Jay can develop and provide competitive life, long term care, and disability insurance solutions along with guidance on the proper use of annuities.

If you have any questions or would like to schedule a no cost, no obligation interview to discuss how Jay may improve your financial life, please feel free to email him at jay.schulman@lpl.com or call at 330-655-9800.

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue