Jordan Troy Bernstein
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedApr 2023 to now
- Stephens Inc.Aug 2021 to Jan 2023
- Moody's CorporationJan 2020 to Aug 2021
- UnemployedApr 2019 to Jan 2020
- Trillium TradingAug 2017 to Apr 2019
- Indiana UniverstiyAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7451794
- Firm CRD
- 793