Jason
Mingelgreen

Stifel, Nicolaus & Company, Inc

CRD#4827962
Investment Advisor
in New York, NY
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About this Advisor

Jason Mingelgreen is a chartered financial analyst who works in New York, New York, who has been in the financial industry for 11 years. Mingelgreen is an advisor for Stifel, Nicolaus & Company, Inc. During their career, the advisor has held roles at Barclays Capital Inc, Neuberger Berman Trust Company, Lehman Brothers Trust Company and Stifel, Nicolaus & Company, Inc. Mingelgreen maintains a Series 63 license, which qualifies them as a securities agent, and is approved to serve investors in Pennsylvania and Texas. Stifel, Nicolaus & Company, Inc is a registered investment company that has its headquarters in New York, New York. The company has offices in 362 locations and a total of 5,570 financial advisors. It handles $72 billion in assets under management across its 188,394 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 852 charities and foundations. Of its 188,394 accounts, 24% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically are based on the type of financial services. However, fee types charged by Stifel, Nicolaus & Company, Inc may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

1095 Avenue Of The Americas 3Rd and 4Th Floors
New York, NY 10036

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$71,482,841,447

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

5,570

NY Average: 458
Total Number of Accounts

188,394

NY Average: 33,415
Average Account Size

$379,433

NY Average: $343,232

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Investment Advisory 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

Jason Mingelgreen Work History

Jason has 11 years of experience.

2015 - Present (4 years)

Stifel, Nicolaus & Company, Inc

2012 - 2015 (3 years)

Barclays Capital Inc

2009 - 2012 (3 years)

Neuberger Berman Trust Company

2007 - 2009 (2 years)

Lehman Brothers Trust Company

Disclosures

Jason Mingelgreen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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