Jacob Tague
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedJul 2021 to now
- Bank of America, N.A.May 2019 to May 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2019 to May 2019
- Lyft, IncDec 2018 to Apr 2019
- Raiser LLCDec 2018 to Apr 2019
- Elevaterx, LLCMay 2015 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NM, 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
- 7110414
- Firm CRD
- 793