James
Dzikowski

Stifel, Nicolaus & Company, Inc

CRD#2342124
Investment Advisor
in Morristown, NJ

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About this Advisor

James Dzikowski is a financial advisor based in Morristown, New Jersey, working with Stifel, Nicolaus & Company, Inc. James has previously held a position at Stifel, Nicolaus & Company, Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New Jersey, and Texas. Currently, James is part of Stifel, Nicolaus & Company, Inc, which operates out of Morristown, New Jersey. 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 65

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

305 Madison Avenue
Morristown, NJ 07960

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

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

6,534

NJ Average: 458
Total Number of Accounts

348,524

NJ Average: 33,415
Average Account Size

$428,231

NJ 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

James Dzikowski Work History

2007 - Present (17 years)

Stifel, Nicolaus & Company, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of James Dzikowski 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
Benjamin Marshall
Crown Point, IN
Eduardo Delgado
Miami, FL
Michael Maddox
Modesto, CA
Jeffrey Aders
Billings, MT
Beaux Johnston
Phoenix, AZ
Jennifer Cockman
Greensboro, NC
Brian Scigliano
Boise, ID

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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