Jay DickensonCRD Number: 2610787
Current Firm: Stifel, Nicolaus & Company, Incorporated
Jay Dickenson (CRD# 2610787) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Muskogee, OK and has over 24 years of experience in the finance industry. Jay Dickenson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
H.d. Vest Advisory Services, Inc.
Step By Step Financial, LLC
|Stifel, Nicolaus & Company, Incorporated||Muskogee, OK||Sep 2009 - Current||10|
|Ubs||Muskogee, OK||Nov 2007 - Sep 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1995|
|S65||NASAA Investment Advisors Law Examination||Jul 1997|
Total Assets Under Management74,649MILLIONS
Total Number of Accounts216,315ACCOUNTS
Average Account Value$345,094
- 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, WY
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