Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey David Bolwell is a registered investment advisor and broker-dealer affiliated with Stifel, Nicolaus & Company, Inc.. Jeffrey has been in the financial services industry since May 22, 1984. Jeffrey's prior experience includes Morgan Stanley and Citigroup Global Markets Inc.. Jeffrey has Series 7, 31, 63 and SIE licenses.
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
CA
07/02/2020 - Present
Stifel, Nicolaus & Company, Inc. (NEWPORT BEACH CA)
CA
06/01/2009 - 07/06/2020
MORGAN STANLEY (NEWPORT BEACH CA)
CA
12/06/1985 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEWPORT BEACH CA)
NA
12/03/1985 - 12/26/1985
R. H. MOULTON & CO.
NA
01/03/1985 - 12/23/1985
B.O.C.L. SECURITIES CORP.
NA
05/23/1984 - 01/22/1985
MUNICICORP OF CALIFORNIA
BC
Issued 01/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1984
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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