Jared
Weber

Stifel, Nicolaus & Company, Inc

CRD#6855014
Investment Advisor
in Saint Louis, MO

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About this Advisor

Jared Weber is a financial advisor based in Saint Louis, Missouri, working with Stifel, Nicolaus & Company, Inc. Jared has previously held positions at Td Ameritrade, Sit-Telfort Business Institute, Concordia University Irvine, Ronda's House Of Treats, Inc, Charles Schwab, and Stifel, Nicolaus & Company, Inc. Jared has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Missouri. Currently, Jared is part of Stifel, Nicolaus & Company, Inc, which operates out of Saint Louis, Missouri. 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

501 North Broadway
Saint Louis, MO 63102

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

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

6,534

MO Average: 458
Total Number of Accounts

348,524

MO Average: 33,415
Average Account Size

$428,231

MO 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

Jared Weber Work History

2023 - Present (1 year)

Stifel, Nicolaus & Company, Inc

2022 - 2023 (1 year)

Charles Schwab

2017 - 2022 (5 years)

Td Ameritrade

2015 - 2015 (< 1 year)

Ronda'S House Of Treats, Inc

2014 - 2017 (3 years)

Sit-Telfort Business Institute

2014 - 2015 (1 year)

Concordia University Irvine

Disclosures

Please visit the SEC profile of Jared Weber 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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