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Jeffrey Thomas Siefert

Stifel, Nicolaus & Company, Incorporated

Portage, MI

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Current Employers
Stifel, Nicolaus & Company, Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2017-02-24
MI RA APPROVED 2017-02-24
TX RA APPROVED 2017-02-24
  • IN RA
    APPROVED
    Since 2017-02-24
  • MI RA
    APPROVED
    Since 2017-02-24
  • TX RA
    APPROVED
    Since 2017-02-24

Branch Locations

950 Trade Center Way Suite 305, Portage, MI 49002 • 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
Wells Fargo Advisors Llc Indianapolis IN 05/2009 11/2016
Wells Fargo Clearing Services, Llc Indianapolis IN 11/2016 02/2017
Stifel Nicolaus & Co Inc Portage MI 02/2017 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Indianapolis, IN
  • 11/2016 → 02/2017
    Wells Fargo Clearing Services, Llc
    Indianapolis, IN
  • 02/2017 → Present
    Stifel Nicolaus & Co Inc
    Portage, MI
Previous Registrations
  • 2008-01-01 → 2017-02-27
    Wells Fargo Clearing Services, Llc
    Portage, MI
    Indianapolis, IN
  • 2007-04-23 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Indianpolis, IN
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-20
  • S66 Uniform Combined State Law Examination
    2007-04-20
Designations

View on SEC IAPD

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Other Offices

ZHANG FINANCIAL · PORTAGE, MI
EDELMAN FINANCIAL ENGINES · PORTAGE, MI
EDWARD JONES · Portage, MI
PFS INVESTMENTS INC. · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
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