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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 Gordon is a financial advisor at Stifel, Nicolaus & Company, Inc., located in Conshohocken, PA. Jeffrey has been in the industry since 1988, and has worked for several firms, including Boenning & Scattergood, Inc., Ameriprise Financial Services, Inc., and Morgan Stanley & Co. Incorporated. Jeffrey is registered in 14 states as a Broker-Dealer and Investment Advisor Representative. He has passed the Series 7, 63, and 65 exams. His firm, Stifel, Nicolaus & Company, Inc., is a full-service investment firm with a wide range of products and services, including investment management, financial planning, and retirement planning. The firm provides services to individuals, businesses, and institutions.
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
PA
03/24/2014 - Present
Stifel, Nicolaus & Company, Inc. (CONSHOHOCKEN PA)
PA
02/02/2009 - 03/21/2014
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
PA
12/26/2008 - 02/05/2009
AMERIPRISE FINANCIAL SERVICES, INC. (CONSHOHOCKEN PA)
PA
04/02/2007 - 10/16/2008
MORGAN STANLEY & CO. INCORPORATED (WEST CONSHOHOCKEN PA)
PA
11/12/1990 - 04/02/2007
MORGAN STANLEY DW INC. (WEST CONSHOHOCKEN PA)
NY
03/20/1989 - 12/07/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/01/1988 - 04/12/1989
PRUDENTIAL-BACHE SECURITIES INC.
NA
09/24/1987 - 05/20/1988
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 06/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
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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