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Jacqueline Annette Webster

Stifel, Nicolaus & Company, Incorporated

Fort Myers, FL

CRD 4238513

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Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-15
FL RA APPROVED 2009-03-04
  • TX RA
    APPROVED_RES
    Since 2020-04-15
  • FL RA
    APPROVED
    Since 2009-03-04

Branch Locations

12800 University Drive Suite 300, Fort Myers, FL 33907 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stifel Nicolaus & Co Inc Cape Coral FL 01/2009 Present
  • 01/2009 → Present
    Stifel Nicolaus & Co Inc
    Cape Coral, FL
Previous Registrations
Other Businesses

1.VOLUNTEER-GIRL SCOUTS OF GULF COAST FLORIDA, INC.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-02-18
  • S63 Uniform Securities Agent State Law Examination
    2002-02-18
Other Names
  • Jacqueline Annette Roberts

View on SEC IAPD

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