Jason
Jungberg

Stifel, Nicolaus & Company, Inc

CRD#4383010
Investment Advisor
in Macon, GA

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About this Advisor

Jason Jungberg is a financial advisor based in Macon, Georgia, working with Stifel, Nicolaus & Company, Inc. Jason has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Stifel Nicolaus & Co Inc. Jason has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia and Texas. Currently, Jason is part of Stifel, Nicolaus & Company, Inc, which operates out of Macon, Georgia. 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 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

577 Mulberry Street, Suite 1200 Pob 4783 and 4707
Macon, GA 31201

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

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

6,534

GA Average: 458
Total Number of Accounts

348,524

GA Average: 33,415
Average Account Size

$428,231

GA 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

Jason Jungberg Work History

2019 - Present (5 years)

Stifel Nicolaus & Co Inc

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

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Disclosures

Please visit the SEC profile of Jason Jungberg 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
Michael Maddox
Modesto, CA
Brian Scigliano
Boise, ID
Richard Niederhaus
Morristown, NJ
John-Erik Anderson
Bellevue, WA
Tashia Joseph
Melbourne, FL
John Simmons
Auburn, AL
Gregory Gonzales
Greensboro, NC

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