Michael Jeremiah, financial advisor Spokane WA

Michael Jeremiah

CRD Number: 2397052
Current Firm: Stifel, Nicolaus & Company, Incorporated

Michael Jeremiah (CRD# 2397052) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Spokane, WA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Spokane, WA Jul 2021 - Current 2
Wells Fargo Clearing Services, LLC Spokane, WA Nov 2016 - Jul 2021 4
Wells Fargo Advisors LLC Spokane, WA May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
S66 NASAA Uniform Combined State Law Examination Aug 2005
Contact Info for Michael R. Jeremiah
Phone Number: 314-342-2000
Firm Website: http://www.sydwalker.com
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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