Jerod
Havel

Stifel, Nicolaus & Company, Inc

CRD#6443727
Investment Advisor
in Modesto, CA

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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

Series 66

Years of Experience

10 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

No

Office Location

1539 Mchenry Avenue Suite A
Modesto, CA 95350

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$148,561,390,277

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

6,384

CA Average: 458
Total Number of Accounts

316,625

CA Average: 33,415
Average Account Size

$469,203

CA 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

Jerod Havel Work History

Jerod has 10 years of experience.

2018 - Present (4 years)

Stifel Nicolaus & Co Inc

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 year)

Wells Fargo Advisors, LLC

2012 - 2014 (2 years)

Turlock Poker Room

Disclosures

Jerod Havel has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Clarence Frisbee
Kalispell, MT
Randy Anderson
Boise, ID
Kyle Shaw
Saint Louis, MO
Ryan Kennedy
Colorado Springs, CO
Brent King
Saint Louis, MO
William White
Fort Myers, FL
Kelsey Feeley
Washington, DC

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.

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, and 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.

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