Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Statz is a financial advisor with Stifel, Nicolaus & Company, Inc.. Jacob has been in the financial industry for 19 years. Jacob is registered in 24 states. Jacob specializes in providing financial planning, portfolio management and pension consulting.
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.
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2
IN
08/11/2023 - Present
Stifel, Nicolaus & Company, Inc. (INDIANAPOLIS IN)
IN
02/19/2015 - 06/29/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
IN
09/19/2011 - 02/25/2015
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
IN
02/12/2007 - 09/19/2011
CHASE INVESTMENT SERVICES CORP. (INDIANAPOLIS IN)
IN
06/14/2004 - 02/08/2007
WOODBURY FINANCIAL SERVICES, INC. (CARMEL IN)
BOTH
Issued 03/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2004
Series 6 - Investment Company Products/Variable Contracts 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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