Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jess? Claim Your ProfileJess Chambless Crabtree is a financial advisor at Stifel, Nicolaus & Company, Inc. Jess has been working in the financial industry since 1997 and has a wide range of experience. Jess specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Jess is registered to offer investment advice in many states across the country.
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.
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2
TN
08/09/2022 - Present
Stifel, Nicolaus & Company, Inc. (MEMPHIS TN)
TN
10/22/2020 - 04/22/2022
VINING-SPARKS IBG, LLC (MEMPHIS TN)
TN
05/24/2016 - 10/23/2020
SECURIAN FINANCIAL SERVICES, INC. (GERMANTOWN TN)
TN
11/10/2014 - 07/06/2015
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
TN
12/04/2013 - 09/15/2014
OPPENHEIMER & CO. INC. (MEMPHIS TN)
TN
11/01/2012 - 10/21/2013
SOUTHWEST SECURITIES, INC. (MEMPHIS TN)
TN
03/08/2012 - 11/02/2012
CRT CAPITAL GROUP LLC (MEMPHIS TN)
TN
10/20/2011 - 03/26/2012
CORTVIEW CAPITAL SECURITIES LLC (MEMPHIS TN)
TN
01/04/2010 - 10/06/2011
STERNE, AGEE & LEACH, INC. (MEMPHIS TN)
TN
11/15/2005 - 01/08/2010
VINING SPARKS (MEMPHIS TN)
GA
02/22/2005 - 11/17/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
TN
09/17/1997 - 02/22/2005
NBC CAPITAL MARKETS GROUP, INC. (MEMPHIS TN)
IA
Issued 10/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1997
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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