Jeffery
Howard
Stifel, Nicolaus & Company, Inc
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About this Advisor
Jeffery Howard is a financial advisor who works out of Fairhope, Alabama, who has been in the financial industry for 14 years. Howard is an employee of Stifel, Nicolaus & Company, Inc. Their career trajectory has included roles at Ubs Financial Services Inc and Stifel, Nicolaus & Company, Inc. Howard holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Alabama and Texas. Stifel, Nicolaus & Company, Inc is an advisory company based out of Fairhope, Alabama. The investment advisory business has offices in 431 locations and a total of 6,153 advisors. It has $98 billion in assets between its 244,516 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 1,031 charities and foundations. Of its 244,516 client accounts, 40% are associated with high-net-worth individuals who have at least $1 million in investable assets. Stifel, Nicolaus & Company, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules largely are based on the financial services offered. Fee types billed by Stifel, Nicolaus & Company, Inc most likely are comprised of any blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details

$97,687,069,900

6,153

244,516

$399,512

Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeffery Howard Work History
Jeffery has 14 years of experience.
Stifel, Nicolaus & Company, Inc
Ubs Financial Services Inc
Disclosures
Jeffery Howard has disclosures.
Please visit their SEC profile for more details.
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This content was compiled from the SEC and FINRA.
