Jessica
Marlow

Stifel, Nicolaus & Company, Inc

CRD#5346719
Investment Advisor
in Saint Louis, MO

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About this Advisor

Jessica Marlow is a chartered financial analyst working in Saint Louis, Missouri, with a total of 14 years of relevant experience. Marlow is on the advisory team at Stifel, Nicolaus & Company, Inc. They have been with Stifel, Nicolaus & Company, Inc for all of their career. Marlow has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Missouri and Texas. Stifel, Nicolaus & Company, Inc is an advisory firm that has its headquarters in Saint Louis, MO. The investment advisory business has offices in 459 locations and a total of 6,729 employees. It administers $133 billion in total assets across its 334,814 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 1,312 charitable organizations. Of its 334,814 customer accounts, 24% are associated with high-net-worth clients who have more than $1 million in investable assets. Stifel, Nicolaus & Company, Inc performs a diverse 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. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fees charged by Stifel, Nicolaus & Company, Inc most likely include any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

14 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

Office Location

520 Maryville Centre Drive Suite 410
Saint Louis, MO 63141

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

MO Average: 458
Total Number of Accounts

334,814

MO Average: 33,415
Average Account Size

$395,894

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

Jessica Marlow Work History

Jessica has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Stifel Nicolaus

*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 Jessica Marlow 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
Alan Beatty
Jefferson City, MO
Robert Lipinski
Chicago, IL
Stephen Lestmann
Saint Louis, MO
William Oehmig
Chattanooga, TN
Jesse Wright
Sioux Falls, SD
Ryan Holzwarth
Flint, MI
Patrick Dammert
Covington, KY

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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