Jayden Shultz
Investment Associate
Shoot for the moon. Even if you miss, you’ll land among the stars.
Jayden Shultz is an Investment Associate responsible for supporting the Director of Investments. She has helped clients by filling in with Client Service Associate (CSA) and Wealth Management Associate responsibilities to build a diversified foundation of knowledge and experience.
As an Investment Associate at Flourish, Jayden provides support to the Director of Investments for various investment operations including market research, portfolio implementation, trading, reporting, and client data management along with various other functions designed to support and improve operational efficiency on the Investment Team. She works closely with the Wealth Management Team to effectively incorporate long-term financial objectives into client portfolios while effectively monitoring and maintaining a diversified mix of investments that reflect the Flourish Investment Philosophy.
Prior to joining the Flourish team in 2024, she worked at Northwestern Mutual as a College Financial Representative and Associate Financial Representative, where she was recognized as a top 5% Financial Representative Intern on two occasions.
Jayden is committed to continually learning and growing, and she plans to work toward various financial professional designations to expand her knowledge and better serve the Flourish clients she works with. She always leads with heart and keeps the best interests of her clients at the forefront of her practice.
WHAT DOES IT MEAN TO FLOURISH?
To flourish is to consistently learn and grow to become the best version of myself. To flourish is to give back to others in any and every way that I can to empower others to live the life of their dreams, by leading with heart in all that I do. To flourish is to foster an environment where others feel seen, heard, and valued.
FAVORITE BOOK
Atomic Habits
by James Clear
The book Atomic Habits explores the ways in which small improvements in my life can lead to big results over time. The book focuses on developing good habits and eliminating the habits that limit my abilities. I enjoyed this book because it sheds light on the fact that I have the power to develop good habits within my life that translate into reaching my full potential. Atomic Habits inspires me to make meaningful changes in both my own life and in the lives of others by implementing good habits into my daily routines.
FAVORITE ACTIVITIES
I enjoy hammocking, yoga, reading, hiking, traveling, spending time with friends and family, and going on walks with my dog, Kaia.
Education & Certifications
- Bachelor of Science (BS) - Finance from the University of St. Thomas
- Series 65 license
