Joseph
Kenyon

Stifel, Nicolaus & Company, Inc

CRD#4355623
Investment Advisor
in Rochester, MI

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About this Advisor

Joseph Kenyon is a financial advisor working in Rochester, Michigan, with 12 years of work experience. Kenyon is an advisor for Stifel, Nicolaus & Company, Inc. They have worked at Stifel, Nicolaus & Company, Inc for all of their career. Kenyon has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Michigan and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory firm that has its headquarters in Rochester, Michigan. It has offices in 434 locations and a total of 6,384 financial advisors. It controls $149 billion in assets under management among its 316,625 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to 1,274 charitable organizations. Of its 316,625 customer accounts, 27% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business provides a number 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. A financial advisor's fees usually vary depending on which service is offered. However, fee types charged by Stifel, Nicolaus & Company, Inc may include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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

321 East 2Nd Street 1St and 2Nd Floor
Rochester, MI 48307

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$148,561,390,277

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

6,384

MI Average: 458
Total Number of Accounts

316,625

MI Average: 33,415
Average Account Size

$469,203

MI 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

Joseph Kenyon Work History

Joseph has 12 years of experience.

2010 - Present (12 years)

Stifel Nicolaus & Co Inc

Disclosures

Joseph Kenyon has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Chet Eisenmayer
Saint Louis, MO
Barbara Rowley
Bellevue, WA
Jeffrey Bergholt
San Francisco, CA
Larry Lehrman
Shrewsbury, NJ
Alfredo Serrano
Barrington, IL
Laura Fryhover
Frisco, TX
Faiz Khoja
Elkhart, IN

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 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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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