Jeremy Essary
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
15 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
15 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedJul 2025 to now
- Stifel FinancialJul 2025 to now
- UnemployedFeb 2025 to Jul 2025
- Charles Schwab Bank, SsbOct 2024 to Jan 2025
- Charles Schwab Premier Bank, SsbOct 2024 to Jan 2025
- Charles Schwab Trust BankOct 2024 to Jan 2025
- Charles Schwab & Co, IncJun 2022 to Jan 2025
- TD AmeritradeJan 2018 to Jun 2022
- ScottradeJul 2010 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 5794774
- Firm CRD
- 793