Jeb
Newman

Stifel, Nicolaus & Company, Inc

CRD#7201407
Investment Advisor
in Kansas City, MO

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About this Advisor

Jeb Newman is a financial advisor based in Kansas City, Missouri, working with Stifel, Nicolaus & Company, Inc. Jeb has previously held positions at Stifel, Nicolaus & Company, Inc, Vail Resorts, and Intermountain Landscaping & Maintenance Inc. Jeb has passed the Series 66 regulatory exam and is registered to provide services in Missouri and Texas. Currently, Jeb is part of Stifel, Nicolaus & Company, Inc, which operates out of Kansas City, 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 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

4622 Pennsylvania Avenue Suite 1210, C
Kansas City, MO 64112

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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

Jeb Newman Work History

2019 - Present (5 years)

Stifel, Nicolaus & Company, Inc

2014 - 2015 (1 year)

Vail Resorts

2014 - 2014 (< 1 year)

Intermountain Landscaping & Maintenance Inc

Disclosures

Please visit the SEC profile of Jeb Newman 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
Ron Bekins
Palm Beach, FL
Jeffrey Aders
Billings, MT
John-Erik Anderson
Bellevue, WA
Faisal Raza
Dallas, TX
Joe Bozarth
Woodway, TX
Paul Vidovich
Greensboro, NC
Gregory Gonzales
Greensboro, NC

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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