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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Leigh Jacobs is a financial advisor with Stifel, Nicolaus & Company, Inc. Eric has been working in the financial services industry since 1988. He is registered in 30 states and holds Series 7 and Series 63 licenses. Eric has a diverse client base, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Eric's primary business is in financial planning, portfolio management, and educational seminars. Prior to joining Stifel, Nicolaus & Company, Inc., Eric was a financial advisor at Janney Montgomery Scott LLC. Eric Leigh Jacobs provides a range of financial services, including investment advice, financial planning, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/17/2019 - Present
Stifel, Nicolaus & Company, Inc. (GARDEN CITY NY)
NY
01/16/2003 - 06/24/2019
JANNEY MONTGOMERY SCOTT LLC (GARDEN CITY NY)
NY
05/14/1991 - 01/10/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/28/1990 - 04/22/1991
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
CO
11/24/1990 - 12/07/1990
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CO
06/16/1989 - 12/03/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
NA
01/19/1988 - 05/08/1989
SOUTH RICHMOND SECURITIES, INC.
IA
Issued 06/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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