Joe
Bozarth

Stifel, Nicolaus & Company, Inc

CRD#866468
Investment Advisor
in Woodway, TX

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About this Advisor

Joe Bozarth is a financial advisor based in Woodway, Texas, working with Stifel, Nicolaus & Company, Inc. Joe has previously held a position at Stifel Nicolaus & Co Inc. Joe has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Joe is part of Stifel, Nicolaus & Company, Inc, which operates out of Woodway, Texas. The firm has 460 offices and 6,534 employees. The firm manages assets totaling $149.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Stifel, Nicolaus & Company, Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63

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

1200 West Highway 6 Suite 3
Woodway, TX 76712

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$149,248,936,163

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

6,534

TX Average: 458
Total Number of Accounts

348,524

TX Average: 33,415
Average Account Size

$428,231

TX 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

Joe Bozarth Work History

2014 - Present (10 years)

Stifel Nicolaus & Co Inc

Disclosures

Please visit the SEC profile of Joe Bozarth 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
Olivia Geiger
Grand Rapids, MI
Kaitlyn Jackson
Savannah, GA
Jake Mcguire
Garden City, NY
Patrick Coleman
New York, NY
Daniel Westfield
Garden City, NY
Matthew Verduzco
Saint Louis, MO
Nathaniel Kane
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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