Stifel, Nicolaus & Company, Inc
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
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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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.
Stifel Nicolaus & Co Inc
Joseph Kenyon has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Stifel, Nicolaus & Company, Inc
Saint Louis, MO
Saint Louis, MO
San Francisco, CA
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 email@example.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.
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