Jackson Kuhn
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, IncorporatedMay 2025 to now
- Stifel Nicolaus & Co IncNov 2024 to Apr 2025
- TqlMay 2024 to Oct 2024
- UBSOct 2023 to Apr 2024
- First Financial BankJun 2023 to Aug 2023
- University of CincinnatiAug 2021 to May 2025
- Mt. Washington Recreation CenterJun 2021 to Aug 2022
- Wells FargoJan 2021 to Apr 2021
- Mios PizzaDec 2020 to May 2021
- Backstop Batting CagesDec 2019 to Apr 2020
- Jersey Mikes SubsJan 2019 to May 2019
- Anderson High SchoolAug 2017 to May 2021
- Nagel Middle SchoolAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7329620
- Firm CRD
- 793