John
Bush

Stifel, Nicolaus & Company, Inc

CRD#4078691
Investment Advisor
in Bakersfield, CA

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About this Advisor

John Bush is a financial advisor operating in Bakersfield, California with a total of 11 years of relevant experience. Bush is an advisor for Stifel, Nicolaus & Company, Inc. They have been employed by Stifel, Nicolaus & Company, Inc for all of their career. Bush holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in California and Texas. Stifel, Nicolaus & Company, Inc is a registered investment company operating out of Saint Louis, MO. The company has offices in 459 locations and a total of 6,729 people on staff. It manages $133 billion in total assets between its 334,814 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 1,312 charities and foundations. Of its 334,814 client accounts, 24% are held by high-net-worth investors who have more than $1 million in assets. Stifel, Nicolaus & Company, Inc has a diverse range of services, such as 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. Fees for financial management usually depend on the services provided. 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 Registered*

11 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

Office Location

5060 California Avenue Suite 1140
Bakersfield, CA 93309

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

CA Average: 458
Total Number of Accounts

334,814

CA Average: 33,415
Average Account Size

$395,894

CA 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

John Bush Work History

John has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Stifel Nicolaus & Co Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Bush 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
Andrew Pagoulatos
Succasunna, NJ
Robert Lipinski
Chicago, IL
Jeffery Burrus
Austin, TX
Mark Schreder
Baltimore, MD
David Barker
Boston, MA
Christopher Daughtry
Wilmington, NC
Richard Borish
Palm Desert, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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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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