Joshua J. Marson
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
13 yearsExperience
2 statesRegistered 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, IncorporatedJul 2024 to now
- Robert W. Baird & Co. IncorporatedOct 2019 to Jul 2024
- Jjb Hilliard Wl Lyons LLCOct 2018 to Jul 2024
- Jj B Hilliard Wl Lyons LLCSep 2013 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
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
- 5746989
- Firm CRD
- 793