Jacob Stephen Bender
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
10 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
10 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedMar 2020 to now
- Stifel Independent Advisors, LLCApr 2022 to Jan 2025
- Edward JonesJun 2019 to Aug 2019
- Wells Fargo AdvisorsJun 2018 to Aug 2018
- Booksource Inc.Jun 2017 to Aug 2017
- University of MissouriAug 2015 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 6976599
- Firm CRD
- 793