Jeffrey Scholtz, financial advisor New York NY
90 score

Jeffrey Scholtz

CRD Number: 5350709
Current Firm: Stifel, Nicolaus & Company, Incorporated

Jeffrey Scholtz (CRD# 5350709) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in New York, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel, Nicolaus & Company, Incorporated St. Louis, MO Dec 2015 - Current 1
Barclays Capital Inc. New York, NY Mar 2011 - Dec 2015 4
Deloitte LLP Wilton, CT Jan 2009 - Mar 2011 2
Unemployed Darien, CT May 2008 - Jan 2009 < 1
Ohio Wesleyan University Delaware, OH Aug 2004 - May 2008 3
Merrill Lynch Greenwich, CT Jun 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Jeffrey H. Scholtz
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
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)
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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