Jason Scoggins, financial advisor Fort Myers FL

Jason Scoggins

CRD Number: 2367934
Current Firm: Stifel, Nicolaus & Company, Incorporated

Jason Scoggins (CRD# 2367934) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fort Myers, FL and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Fory Myers, FL Sep 2021 - Current 2
Ubs Financial Services Inc. Fort Meyers, FL Dec 2008 - Sep 2021 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Jason T. Scoggins
Phone Number: 314-342-2000
Firm Website: http://www.sydwalker.com
Registered State(s):
  • FL
  • TX
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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