Jeffrey TomlinsonCRD Number: 3172891
Current Firm: Stifel, Nicolaus & Company, Incorporated
Jeffrey Tomlinson (CRD# 3172891) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Sheridan, WY and has over 24 years of experience in the finance industry.
Cetera Investment Advisers LLC
D.a. Davidson & Company
U.s. Bancorp Investments, Inc.
|Stifel, Nicolaus & Company, Incorporated||Sheridan, WY||Sep 2009 - Current||14|
|Ubs Financial Services Inc.||Sheridan, WY||Aug 2006 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S65||NASAA Investment Advisors Law Examination||Sep 2006|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management132,551MILLIONS
Total Number of Accounts334,814ACCOUNTS
Average Account Value$395,894
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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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