Stifel, Nicolaus & Company, Inc
About this Advisor
Jeremy Jones is a certified financial planner who works in Southport, North Carolina, who has been in the advisory business for 10 years. Jones is an employee of Stifel, Nicolaus & Company, Inc. They have been an employee of Stifel, Nicolaus & Company, Inc for their complete career. Jones maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is able to advise clients in North Carolina and Texas. Stifel, Nicolaus & Company, Inc is a firm that has its headquarters in Southport, North Carolina. It has offices in 434 locations and a total of 6,384 people on staff. It oversees $149 billion in assets across its 316,625 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 1,274 charitable organizations. Of its 316,625 client accounts, 27% are associated with high-net-worth individuals who have more than $1 million in assets. Stifel, Nicolaus & Company, Inc has a number 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. Fees charged by financial advisors are based on the financial services offered. Fees billed by Stifel, Nicolaus & Company, Inc may include any combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Stifel, Nicolaus & Company, Inc Brokerage Details
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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
Jeremy Jones Work History
Jeremy has 10 years of experience.
Stifel Nicolaus & Co Inc
Jeremy Jones has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Stifel, Nicolaus & Company, Inc
Saint Louis, MO
Palm Beach, FL
Paso Robles, CA
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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.