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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lee Crader is a financial advisor with Stifel, Nicolaus & Company, Inc., with over 16 years of experience in the financial services industry. Jeffrey Lee Crader has been with Stifel, Nicolaus & Company, Inc. since 2021. Previously, Jeffrey Lee Crader was employed by W&S BROKERAGE SERVICES, INC., EDWARD JONES, PFS INVESTMENTS INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Jeffrey Lee Crader is a Certified Financial Planner.
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
MO
07/13/2021 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
05/09/2018 - 06/08/2021
W&S BROKERAGE SERVICES, INC. (SAINT LOUIS MO)
MO
09/09/2008 - 04/25/2017
EDWARD JONES (ST LOUIS MO)
GA
04/25/2002 - 08/04/2006
PFS INVESTMENTS INC. (DULUTH GA)
MN
01/18/2002 - 02/27/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/18/2002 - 02/27/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/08/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/01/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2002
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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