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Jed Nicholas Stahl

Alps Portfolio Solutions Distributor, Inc.

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About Jed Nicholas Stahl

Jed Nicholas Stahl is a financial advisor with over 10 years of experience in the financial services industry. Jed currently holds registrations with Alps Portfolio Solutions Distributor, Inc. and Alps Distributors, Inc. and is licensed in California and Colorado. Jed has a strong background in securities, investment company products and variable contracts. Jed has passed the Series 6, 7, 26 and 63 exams.

Firm Information

Jed Stahl is currently registered with Alps Portfolio Solutions Distributor, Inc.. Alps Portfolio Solutions Distributor, Inc. is a corporation formed in March 2007. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

25

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jed Stahl’s Registration & Firm History

CO

05/16/2018 - Present

Alps Portfolio Solutions Distributor, Inc. (DENVER CO)

CO

12/03/2012 - 06/18/2015

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

CA

01/29/2003 - 08/11/2003

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

MA

12/04/2002 - 01/29/2003

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

OH

11/20/2001 - 03/05/2002

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)

MN

07/11/2001 - 11/09/2001

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

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Licenses & Designations

BC

Issued 12/21/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2014

Series 7 - General Securities Representative Examination

BC

Issued 11/30/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jed Nicholas Stahl.
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