Jon Garberg, financial advisor Bellevue WA

Jon Garberg

CRD Number: 1775648
Current Firm: Stifel, Nicolaus & Company, Incorporated

Jon Garberg (CRD# 1775648) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bellevue, WA and has over 36 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Seattle, WA Mar 2017 - Current 7
Robert W. Baird & Company Incorporated Seattle, WA Nov 2014 - Mar 2017 2
Mcadams Wright Ragen Seattle, WA Feb 2009 - Nov 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1987
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Jon R. Garberg
Phone Number: 314-342-2000
Registered State(s):
  • TX
  • WA
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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