Jeffrey Morenz (CRD# 2187252) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Atlantic, IA and has over 32 years of experience in the finance industry.
CRD# 873728
Cambridge Investment Research Advisors, Inc.
CRD# 3258817
Charles Schwab & Company, Inc.
CRD# 5617707
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Atlantic, IA | Oct 2009 - Current | 14 |
| Paine Webber Inc. | Atlantic, IA | Sep 1991 - Current | 32 |
| Ubs Financial Services Inc. | Atlantic, IA | Sep 1991 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1991 |
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
- FL
- IA
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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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