Jennifer Sanders
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, IncorporatedSep 2024 to now
- StifelSep 2024 to now
- Last Call Bar & GrillFeb 2015 to now
- Cambridge Investment Research Advisors, Inc.Jun 2022 to Dec 2023
- Cambridge Investment Research, Inc.Jun 2022 to Dec 2023
- Prudential Insurance Company of AmericaOct 2021 to Jun 2022
- Pruco Securities, LLC.Jun 2021 to Jun 2022
- Avantax Advisory ServicesJan 2021 to Aug 2021
- Avantax Investment Services, Inc.Apr 2020 to Aug 2021
- Encompass Financial Services Inc.Apr 2020 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7228808
- Firm CRD
- 793