Jacob Louis Armstrong
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
16 yearsExperience
2 statesRegistered in
CFADesignation
$197.5BFirm assets
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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
16 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedMar 2026 to now
- Stifel, Nicolaus & Company, Incorporated (793)Dec 2025 to now
- Stifel Nicolaus Europe LimitedAug 2021 to Dec 2025
- Commerzbank AgMar 2021 to Jul 2021
- N/aJul 2020 to Mar 2021
- University of NottinghamSep 2017 to Jul 2020
- The King's School GranthamSep 2010 to Jul 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 8196005
- Firm CRD
- 793