Jack
Donovan
Stifel, Nicolaus & Company, Inc
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About this Advisor
Jack Donovan is a financial advisor based in Kansas City, Missouri. Donovan currently works for Stifel, Nicolaus & Company, Inc. Throughout their career, Donovan has worked at American Century Investment Services, Inc, Quiktrip, University Of Missouri- Full Time Student, Embrace The Grape and Stifel, Nicolaus & Company, Inc. Donovan has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Missouri and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory business based out of Saint Louis, MO. The investment advisory business has offices in 459 locations and a total of 6,729 employees. It handles $133 billion in total assets across its 334,814 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 1,312 charitable organizations. Of its 334,814 customer accounts, 24% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs a wide assortment of services, such as 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. Financial management fees largely are based on the type of services provided. Fees billed by Stifel, Nicolaus & Company, Inc may include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$132,550,931,898
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
6,729
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
334,814
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$395,894
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
Jack Donovan Work History
Jack has been registered as a financial advisor for 0 years.*
Stifel, Nicolaus & Company, Inc
Embrace The Grape
American Century Investment Services, Inc
University Of Missouri- Full Time Student
Quiktrip
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jack Donovan 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
Saint Louis, MO
Glenwood Springs, CO
Sioux Falls, SD
Saint Louis, MO
Jefferson City, MO
Covington, KY
Chattanooga, TN
Palm Desert, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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