Jeffery
Howard

Stifel, Nicolaus & Company, Inc

CRD#1416918
Investment Advisor
in Fairhope, AL

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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

Series 63, Series 65

Years of Experience

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

205 Fairhope Ste. E.
Fairhope, AL 36532

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$97,687,069,900

AL Average: $11,469,110,461
Total Number of Employees

6,153

AL Average: 458
Total Number of Accounts

244,516

AL Average: 33,415
Average Account Size

$399,512

AL Average: $343,232

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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.

2009 - Present (12 years)

Stifel, Nicolaus & Company, Inc

2006 - Present (15 years)

Ubs Financial Services Inc

Disclosures

Jeffery Howard has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Joshua Glenn
Sumter, SC
Brent King
Saint Louis, MO
Amy Dosier
Newport Beach, CA
William Lynch
Birmingham, AL
David Gay
Charlotte, NC
Robert Ratcliff
Denton, TX
David Smith
Utica, MI

This content was compiled from the SEC and FINRA.

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