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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Patrick Marley is a registered investment advisor representative with Stifel, Nicolaus & Company, Inc. in Golden Valley, Minnesota. Jon Marley has been working in the securities industry since August 1997. Jon Marley has a wide range of experience, having worked with several firms including Miller Johnson Steichen Kinnard, Inc. and Dean Witter Reynolds Inc. Jon Marley has a wide range of experience serving individuals, high-net-worth individuals, corporations, insurance companies, investment clubs, charitable organizations, and pension and profit-sharing plans.
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
MN
12/18/2020 - Present
Stifel, Nicolaus & Company, Inc. (GOLDEN VALLEY MN)
MN
01/01/2001 - 12/06/2006
MILLER JOHNSON STEICHEN KINNARD, INC. (GOLDEN VALLEY MN)
MN
03/08/2000 - 01/01/2001
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
MN
12/04/1998 - 03/26/1999
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
NY
08/08/1997 - 10/30/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/06/1997
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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