Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Andrew Bostrom is a financial advisor with Stifel, Nicolaus & Company, Inc. located in PASADENA, CA. Jon has over 40 years of experience in the financial services industry and has been with Stifel, Nicolaus & Company, Inc. since 2007. Jon has a broad range of experience and is able to offer financial advice and portfolio management to individuals, businesses, trusts, estates, charitable organizations, and pension and profit sharing plans. Jon can assist with financial planning and investment management, including the selection of other advisors. Jon has experience with the management of investment accounts for pooled investment vehicles. Jon's office is located at 300 North Lake Avenue, Suite 900, PASADENA, CA 91101.
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
05/01/2021 - Present
Stifel, Nicolaus & Company, Inc. (PASADENA CA)
CA
06/10/1992 - 10/12/2007
A. G. EDWARDS & SONS, INC. (PASADENA CA)
NY
04/14/1980 - 06/10/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/31/1980 - 05/11/1980
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
07/27/1978 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
06/04/1973 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 10/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 05/30/1973
Series 000 - General Securities Principal Examination
BC
Issued 05/30/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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