Jeronimo Ramirez
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
12 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
12 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedMay 2023 to now
- Wells Fargo Clearing Services, LLCMar 2022 to May 2023
- Advanced Regulatory Compliance, LLCOct 2019 to Mar 2022
- UnemployedMay 2019 to Oct 2019
- Loyola Marymount UniversityAug 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7531134
- Firm CRD
- 793