Phoebe Daimei Jaramillo
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
10 yearsExperience
1 stateRegistered in
$197.5BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedAug 2024 to now
- Finance 500 Inc.Jul 2023 to Aug 2024
- Securities America AdvisorsSep 2021 to Jun 2023
- Securities America, Inc.Sep 2021 to Jun 2023
- Finance 500, Inc.Apr 2020 to Aug 2021
- Securities America AdvisorsAug 2019 to Apr 2020
- Securities America, Inc.Sep 2018 to Apr 2020
- Michele YoungFeb 2016 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Stifel, Nicolaus & Company, Incorporated
$197.5BAssets managed
236,191Clients
3,341Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3035636
- Firm CRD
- 793