Stifel, Nicolaus & Company, Inc
About this Advisor
Frances Jones is a financial advisor working in Hartsville, South Carolina, who has been in the industry for 10 years. Jones works at Stifel, Nicolaus & Company, Inc. They have spent their complete time as a financial advisor at Stifel, Nicolaus & Company, Inc. Jones maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina, South Carolina and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory business based in Hartsville, South Carolina. It has offices in 434 locations and a total of 6,384 financial advisors. It administers $149 billion in assets under management among its 316,625 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 1,274 charities and foundations. Of its 316,625 accounts, 27% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Stifel, Nicolaus & Company, Inc performs a number 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. Fees charged by financial advisors usually depend on which services the firm provides the client. Fees charged by Stifel, Nicolaus & Company, Inc likely include 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
Frances Jones Work History
Frances has 10 years of experience.
Stifel, Nicolaus & Company, Inc
Frances Jones has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Stifel, Nicolaus & Company, Inc
Saint Louis, MO
Paso Robles, CA
Saint Louis, MO
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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