Jeremy
Downin

Stifel, Nicolaus & Company, Inc

CRD#5800750
Investment Advisor
in Galesburg, IL

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About this Advisor

Jeremy Downin is a financial advisor based in Galesburg, Illinois, working with Stifel, Nicolaus & Company, Inc. Jeremy has previously held positions at Mercap Securities, LLC, Bishop Hill Energy Center / Invenergy LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Water Street Solutions, Bank Of America, N.A, Edward Jones, and Stifel, Nicolaus & Company, Inc. Jeremy has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Jeremy is part of Stifel, Nicolaus & Company, Inc, which operates out of Galesburg, Illinois. 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 66, CERTIFIED FINANCIAL PLANNER™

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

1181 N. Henderson Street
Galesburg, IL 61401

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

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

6,534

IL Average: 458
Total Number of Accounts

348,524

IL Average: 33,415
Average Account Size

$428,231

IL 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

Jeremy Downin Work History

2023 - Present (1 year)

Stifel, Nicolaus & Company, Inc

2018 - 2023 (5 years)

Edward Jones

2017 - 2018 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2018 (1 year)

Bank Of America, N.A

2015 - 2017 (2 years)

Water Street Solutions

2014 - 2015 (1 year)

Mercap Securities, LLC

2014 - 2015 (1 year)

Bishop Hill Energy Center / Invenergy LLC

Disclosures

Please visit the SEC profile of Jeremy Downin 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
Olivia Geiger
Grand Rapids, MI
Kaitlyn Jackson
Savannah, GA
Jake Mcguire
Garden City, NY
Patrick Coleman
New York, NY
Daniel Westfield
Garden City, NY
Matthew Verduzco
Saint Louis, MO
Nathaniel Kane
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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