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 financial advisor based in Saint Louis, Missouri, working with Stifel, Nicolaus & Company, Inc. Jessica has previously held a position at Stifel Nicolaus. Jessica has passed the Series 66 regulatory exam and is registered to provide services in Missouri and Texas. Currently, Jessica 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 66, Chartered Financial Analyst

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

$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

Jessica Marlow Work History

2009 - Present (15 years)

Stifel Nicolaus

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
John Simmons
Auburn, AL
Michelle Marks
Louisville, KY
Macgregor Hunter
Carlsbad, CA
Robert Price
Center Valley, PA
Anitra Kalagian
Newport Beach, CA
Brian Scigliano
Boise, ID
Joe Bozarth
Woodway, TX

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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