Joseph Isidro Laxamana
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, IncorporatedSep 2025 to now
- StifelSep 2025 to now
- Ameriprise Financial Services, LLCApr 2025 to Sep 2025
- UnemployedDec 2024 to Apr 2025
- LPL Financial LLCNov 2024 to Dec 2024
- UnemployedSep 2024 to Nov 2024
- Ameriprise Financial Services, LLCOct 2015 to Sep 2024
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (HI).
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
- 4670953
- Firm CRD
- 793