Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Jones is a financial advisor at Stifel, Nicolaus & Company, Inc. with over 22 years of experience in the industry. Jeremy has experience providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, pension consulting, and educational seminars. Jeremy is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to offer securities in 23 states, including North Carolina, Texas, Florida, and New York. Before joining Stifel, Nicolaus & Company, Inc., Jeremy was employed at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc.
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
NC
09/12/2014 - Present
Stifel, Nicolaus & Company, Inc. (SOUTHPORT NC)
NC
01/01/2008 - 01/05/2012
WELLS FARGO ADVISORS, LLC (SOUTHPORT NC)
NC
11/07/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SOUTHPORT NC)
BOTH
Issued 05/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/06/2000
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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