Jennifer Hardcastle
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$197.5BFirm assets
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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
13 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedApr 2025 to now
- B. Riley Wealth Advisors, Inc.Jul 2022 to Apr 2025
- B. Riley Wealth ManagementJul 2021 to Apr 2025
- Truist Advisory Services, Inc.Feb 2021 to Jul 2021
- Truist Investment Services, Inc.Feb 2021 to Jul 2021
- Bb&t Securities, LLCJan 2013 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 3239972
- Firm CRD
- 793