Jerod
Havel
Stifel, Nicolaus & Company, Inc
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About this Advisor
Jerod Havel is a financial advisor working in Modesto, California, with 10 years of financial industry experience. Havel currently works for Stifel, Nicolaus & Company, Inc. Throughout their career, Havel has worked at Wells Fargo Advisors, LLC, Turlock Poker Room, Wells Fargo Clearing Services, LLC and Stifel Nicolaus & Co Inc. Havel has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Stifel, Nicolaus & Company, Inc is an advisory company based out of Modesto, California. It has offices in 434 locations and a total of 6,384 financial advisors. It controls $149 billion in assets under management across its 316,625 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 1,274 charities and foundations. Of its 316,625 customer accounts, 27% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs a broad range 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 advisory fee schedules typically depend on the type of financial services. However, fee types billed by Stifel, Nicolaus & Company, Inc can include any combination 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
$148,561,390,277
6,384
316,625
$469,203
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
Jerod Havel Work History
Jerod has 10 years of experience.
Stifel Nicolaus & Co Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Turlock Poker Room
Disclosures
Jerod Havel has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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