Jeanine GastonCRD Number: 1839711
Current Firm: Stifel, Nicolaus & Company, Incorporated
Jeanine Gaston (CRD# 1839711) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bellevue, WA and has over 22 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Stifel Nicolaus & Co Inc.||Seattle, WA||Mar 2017 - Current||4|
|Robert W. Baird & Company Incorporated||Seattle, WA||Nov 2014 - Mar 2017||2|
|Mcadams Wright Ragen, Inc.||Seattle, WA||Aug 2006 - Nov 2014||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management117,820MILLIONS
Total Number of Accounts279,563ACCOUNTS
Average Account Value$421,444
- 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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