James EberleCRD Number: 1852297
Current Firm: Stifel, Nicolaus & Company, Incorporated
James Eberle (CRD# 1852297) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Brookfield, WI and has over 29 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Midland Financial Advisors, Inc.
|Stifel Nicolaus & Company, Inc.||Brookfield, WI||Sep 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1988|
|S65||NASAA Investment Advisors Law Examination||Oct 1996|
Total Assets Under Management53,887MILLIONS
Total Number of Accounts141,170ACCOUNTS
Average Account Value$381,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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