Andrew
Jones

Stifel, Nicolaus & Company, Inc

CRD#1255379
Investment Advisor
in Salem, OR

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About this Advisor

Andrew Jones is a financial advisor operating in Salem, Oregon who has 14 years of relevant experience. Jones is an advisor for Stifel, Nicolaus & Company, Inc. They have spent their whole career at Stifel, Nicolaus & Company, Inc. Jones has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to advise clients in Oregon and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory company headquartered in Saint Louis, MO. The company has offices in 459 locations and a total of 6,729 people on staff. It manages $133 billion in total assets among its 334,814 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 1,312 charities and foundations. Of its 334,814 client accounts, 24% belong to high-net-worth clients who have more than $1 million in assets available to invest. Stifel, Nicolaus & Company, Inc offers a diverse set 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 typically are based on which services are provided. However, fee types billed by Stifel, Nicolaus & Company, Inc most likely include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

14 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

1174 Cornucopia Street Nw Suite 230
Salem, OR 97304

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

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

6,729

OR Average: 458
Total Number of Accounts

334,814

OR Average: 33,415
Average Account Size

$395,894

OR 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

Andrew Jones Work History

Andrew has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Stifel Nicolaus & Co Inc

*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 Andrew Jones 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
Michael Dammert
Covington, KY
Scott Englehardt
Atlanta, GA
Eleanor Jordan
Austin, TX
Cynthia Touchton
Clearwater, FL
Anthony Miller
Gainesville, GA
James Carps
Akron, OH
Nicole Hansen
Bellevue, WA

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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