Jeffrey Aders (CRD# 7286291) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Billings, MT and has over 3 years of experience in the finance industry.
CRD# 2759083
D.a. Davidson & Company
CRD# 4974354
Allied Investment Advisors LLC
CRD# 4470329
Stifel, Nicolaus & Company, Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Stifel, Nicolaus & Company, Incorporated | Billings, MT | Jan 2021 - Current | 3 |
Stifel, Nicolaus & Company, Incorporated | Billings, MT | Aug 2020 - Current | 3 |
University Of Northern Colorado | Greeley, CO | Oct 2019 - Aug 2020 | < 1 |
University Of Northern Colorado | Greeley, CO | Feb 2018 - Oct 2019 | 1 |
Skywest Airlines | St. George, UT | Jun 2017 - Feb 2018 | < 1 |
N/a | N/a, MT | Jan 2017 - May 2017 | < 1 |
Billings Clinic | Billings, MT | Aug 2016 - Dec 2016 | < 1 |
West Virginia University | Morgantown, WV | May 2015 - Dec 2016 | 1 |
Rocky Mountain College | Billings, MT | Jun 2014 - May 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2021 |
- MT
- TX
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Total Assets Under Management149,249MILLIONS
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Total Number of Accounts348,524ACCOUNTS
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Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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