Ryan JelderksCRD Number: 5982951
Current Firm: Stifel, Nicolaus & Company, Incorporated
Ryan Jelderks (CRD# 5982951) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Hackensack, NJ and has over 5 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Stifel Nicolaus & Co Inc.||Hackensack, NJ||Mar 2014 - Current||3|
|Unemployed||Hackensack, NJ||Nov 2012 - Mar 2014||1|
|The Gms Group, LLC||Livingston, NJ||Jul 2012 - Nov 2012||< 1|
|Spartan Capital Securities, LLC||New York, NY||Jun 2012 - Jul 2012||< 1|
|Wells Fargo Bank||Parsippany, NJ||Jan 2012 - Apr 2012||< 1|
|Wells Fargo Advisors LLC||Salt Lake City, UT||Sep 2011 - Dec 2011||< 1|
|Capstone Partners||New York, NY||May 2011 - Sep 2011||< 1|
|Unemployed||Wayne, NJ||Dec 2010 - May 2011||< 1|
|Birtwistle & Company LLC||New York, NY||May 2009 - Dec 2010||1|
|Ramapo College Of New Jersey||Mahwah, NJ||Sep 2006 - May 2010||3|
|East Coast Parking||East Hanover, NJ||May 2007 - Aug 2008||1|
|Locantore Construction||Wayne, NJ||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2011|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management38,401MILLIONS
Total Number of Accounts115,441ACCOUNTS
Average Account Value$332,650
- 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)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.