James Myatt, financial advisor Waco TX
83 score

James Myatt

CRD Number: 1000072
Current Firm: Stifel, Nicolaus & Company, Incorporated

James Myatt (CRD# 1000072) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Waco, TX and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Waco, TX Oct 2016 - Current 1
Wells Fargo Advisors LLC Waco, TX May 2009 - Oct 2016 7
Wachovia Securities, LLC Waco, TX Aug 2008 - May 2009 < 1
Painewebber Incorporated Waco, TX Jan 1991 - Aug 2008 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1981
S65 NASAA Investment Advisors Law Examination Sep 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for James S. Myatt
Phone Number: 314-342-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    53,887
    MILLIONS
  • Total Number of Accounts
    141,170
    ACCOUNTS
  • Average Account Value
    $381,719
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, WY

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BADGES
83

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