Jennifer Lee Ormond

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2007 → Present
  Stifel, Nicolaus & Company, Incorporated
  York, PA

Previous Registrations

• 2006-08-04 → 2007-07-10
  Ryan Beck & Co.
  York, PA
  Camp Hill, PA

Other Businesses

1. York County Veterans Outreach; PO Box 3627 York PA 17402; non profit - veterans support; Board Member; Attend board meetings, serve on committees for events; 01/01/2025; 15 hrs/month; Not during securities trading hours; Not Investment-Related 2. York County Veterans Outreach; PO Box 3627 York PA 17402; non-profit providing funds to other non-profits for veterans resources; Fundraising Committee member; work with the committee to identify and create fundraising opportunities for the organization; 01/01/2025; 15 hrs/month; during securities trading hours; Not Investment-Related 3. York County Veterans Outreach Finance Committee; PO Box 3627 York PA 17402; non profit providing support through other non-profits for local veterans and their families; Member, Finance Committee; working with the committee to offer opinions on investments, review of financial statements, and presentations to the board; 01/01/2025; 15 hrs/month; Not during securities trading hours; Not Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2001-12-27

Other Names

• Jennifer Lee Krug