Jeffrey Allen Scheper

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

• 01/2015 → 01/2019
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 01/2019 → Present
  Stifel Nicolaus & Co Inc
  Cincinnati, OH

Previous Registrations

• 2009-06-01 → 2019-01-18
  Morgan Stanley
  Cincinnati, OH
  Cincinnati, OH
• 2007-11-09 → 2009-06-01
  Citigroup Global Markets Inc.
  Cincinnati, OH

Other Businesses

1. JLAS 640 94th, LLC; 2032 Fox Brook Pl, Cincinnati, OH 45244; Vacation Rental Property; Owner; Maintain business and rent property; 09/08/2020; 1 Hour per Week; Not During Securities Trading Hours; Investment-Related. 2. Anderson Area Chamber of Commerce; 7850 Five Mile Rd., Cincinnati, OH 45230; To provide support and resources to member businesses in the Anderson area, by providing quality corporate leadership.; Member - Board of Directors; I will be responsible for attending monthly board meetings to further the AACC's goal of fostering economic growth in Anderson Township.; 12/01/2022 ; 2 Hours per Month; During Securities Trading Hours; Not Investment-Related.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-06

Designations

• Certified Financial Planner