Eric
Jacobs

Stifel, Nicolaus & Company, Inc

CRD#1740812
Investment Advisor
in Garden City, NY

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About this Advisor

Eric Jacobs is a financial advisor who works in Garden City, New York with a total of 4 years of industry experience. Jacobs works at Stifel, Nicolaus & Company, Inc. Throughout their career, Jacobs has worked at Stifel Nicolaus & Co Inc and Janney Montgomery Scott LLC. Jacobs maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey, New York and Texas. Stifel, Nicolaus & Company, Inc is a business based out of Saint Louis, MO. It has offices in 459 locations and a total of 6,729 advisors. It oversees $133 billion in assets among its 334,814 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 1,312 charities and foundations. Of its 334,814 client accounts, 24% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company has a broad assortment of services, including 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 fees largely vary depending on which services the firm provides the client. However, fees billed by Stifel, Nicolaus & Company, Inc most likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

1225 Franklin Avenue Suite 150
Garden City, NY 11530

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

NY Average: 458
Total Number of Accounts

334,814

NY Average: 33,415
Average Account Size

$395,894

NY 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

Eric Jacobs Work History

Eric has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Stifel Nicolaus & Co Inc

2003 - 2019 (16 years)

Janney Montgomery Scott LLC

*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 Eric Jacobs 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
Robert Lucas
Miamisburg, OH
Morgan Nix
Mobile, AL
Peter Birdwell
San Francisco, CA
Chelsea Woods
New York, NY
Edward Ellis
Haddonfield, NJ
Monica Sharma
Denver, CO
Heidi Chomatil
Los Angeles, CA

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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