Jennifer
Johnson

Stifel, Nicolaus & Company, Inc

CRD#3150433
Investment Advisor
in Pensacola, FL

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About this Advisor

Jennifer Johnson is a financial advisor based in Pensacola, Florida, working with Stifel, Nicolaus & Company, Inc. Jennifer has previously held positions at Stifel, Mcmahon & Hadder, Mediasmack, Medical Records Express, and Homemaker. Jennifer has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, Jennifer is part of Stifel, Nicolaus & Company, Inc, which operates out of Pensacola, Florida. 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 63, Series 65, 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

25 West Cedar Street
Pensacola, FL 32502

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

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

6,534

FL Average: 458
Total Number of Accounts

348,524

FL Average: 33,415
Average Account Size

$428,231

FL 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

Jennifer Johnson Work History

2022 - Present (2 years)

Stifel

2021 - 2022 (1 year)

Mcmahon &Hadder

2017 - 2019 (2 years)

Mediasmack

2015 - 2017 (2 years)

Medical Records Express

2012 - 2015 (3 years)

Homemaker

Disclosures

Please visit the SEC profile of Jennifer Johnson 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
Richard Niederhaus
Morristown, NJ
Robert Price
Center Valley, PA
Michael Stiuso
Garden City, NY
Michelle Marks
Louisville, KY
Francine Frechter
Garden City, NY
Franklin Shepard
Montgomery, AL
Lawrence Stater
Santa Rosa, CA

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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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