Alec
Jones

Stifel, Nicolaus & Company, Inc

CRD#7000549
Investment Advisor
in Phoenix, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Alec Jones is a financial advisor based in Phoenix, Arizona, working with Stifel, Nicolaus & Company, Inc. Alec has previously held positions at Stifel Nicolaus & Company, Fun Language, Shenandoah Medical Center, Drunken Fish, and Saint Louis University. Alec has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Alec is part of Stifel, Nicolaus & Company, Inc, which operates out of Phoenix, Arizona. The firm has 460 offices and 6,534 employees. The firm manages assets totaling $149.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Stifel, Nicolaus & Company, Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

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

Office Location

2801 East Camelback Road
Phoenix, AZ 85016

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

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

6,534

AZ Average: 458
Total Number of Accounts

348,524

AZ Average: 33,415
Average Account Size

$428,231

AZ Average: $343,232

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

Alec Jones Work History

2018 - Present (7 years)

Stifel Nicolaus & Company

2016 - 2018 (2 years)

Fun Language

2016 - 2016 (< 1 year)

Drunken Fish

2015 - 2015 (< 1 year)

Shenandoah Medical Center

2011 - 2016 (5 years)

Saint Louis University

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Alec Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Paul Vidovich
Greensboro, NC
Eduardo Delgado
Miami, FL
Joe Bozarth
Woodway, TX
Beaux Johnston
Phoenix, AZ
Michael Stiuso
Garden City, NY
Franklin Shepard
Montgomery, AL
Jeffrey Aders
Billings, MT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started