Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Mahan is a financial advisor who has been in the industry since June 7, 1992. Jon is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since December 1, 2005. Prior to that, Jon was registered with Legg Mason Wood Walker, Incorporated, Martha R. Seger & Associates, Inc., First of Michigan Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Robert W. Baird & Co. Incorporated. Jon specializes in investments for individuals, businesses, and pooled investment vehicles. Jon has a Series 7, Series 24, Series 63, SIE and Series 79TO license. Jon is registered in 53 states and jurisdictions.
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
MD
12/01/2005 - Present
Stifel, Nicolaus & Company, Inc. (BALTIMORE MD)
MD
07/18/1996 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MI
07/14/1994 - 08/06/1996
MARTHA R. SEGER & ASSOCIATES, INC. (BIRMINGHAM MI)
MI
04/07/1992 - 08/05/1993
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NY
06/12/1991 - 09/11/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
WI
06/14/1990 - 12/18/1990
NML EQUITY SERVICES, INC. (MILWAUKEE WI)
WI
06/14/1990 - 11/01/1990
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 06/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1990
Series 7 - General Securities 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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