Jared Lawrence Gorman
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$197.5BFirm assets
Are you Jared Lawrence Gorman? Claim your profile
Contact this firm
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, IncorporatedSep 2024 to now
- StifelSep 2024 to now
- Wells Fargo Clearing Services, LLCApr 2022 to Sep 2024
- Fidelity Brokerage Services LLCFeb 2020 to Apr 2022
- Bluegrass Hospitality GroupSep 2018 to Nov 2019
- Wildcat Color Interior Painting LLCMay 2018 to May 2019
- Wildcat MovingMay 2018 to Aug 2018
- Bluegrass Hospitality GroupMay 2018 to May 2018
- University of KentuckyAug 2017 to Aug 2019
- Bluegrass Community and Technical CollegeAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7228516
- Firm CRD
- 793