Jacquelyn Rizzo, financial advisor Eau Claire WI

Jacquelyn Rizzo

CRD Number: 2367438
Current Firm: Stifel, Nicolaus & Company, Incorporated

Jacquelyn Rizzo (CRD# 2367438) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Eau Claire, WI and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel, Nicolaus & Company, Incorporated Eau Claire, WI Sep 2020 - Current 3
Raymond James Financial Services, Inc. Eau Claire, WI Sep 2013 - Sep 2020 7
Raymond James Financial Services Advisors Inc. Eau Claire, WI Sep 2013 - Sep 2020 7
Blue Granite Wealth LLC Eau Claire, WI Sep 2013 - Sep 2020 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1997
Contact Info for Jacquelyn E. Rizzo
Phone Number: 314-342-2000
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    132,551
    MILLIONS
  • Total Number of Accounts
    334,814
    ACCOUNTS
  • Average Account Value
    $395,894
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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