Jonathan Brandt

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

• 06/2009 → 03/2018
  Scottrade
  St. Louis, MO
• 03/2018 → 12/2018
  Unemployed
  St. Louis, MO
• 12/2018 → 03/2020
  Cutter And Company
  Ballwin, MO
• 12/2018 → 03/2020
  Saleeby & Associates
  St. Charles, MO
• 03/2020 → Present
  Stifel Nicolaus & Co Inc
  St. Louis, MO

Other Businesses

1. Battling Together; 2130 Hickory Dr, Chesterfield, MO 63005; The goal is to generate funds to be donated to Leukemia and Lymphoma society. The funds will be generated through races and golf; Founder; 09/09/2022; 2 Hours per Week; Not during securities trading hours; Not Investment-Related. 2. Leukemia and Lymphoma Society; St Louis, MO 63126; Help raise funds for cancer research; LLS Visionary Leadership Committee; Help Visionaries throughout the campaign; 09/30/2024; 2 Hours per Week; Not during Securities Trading Hours; Not Investment-Related

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-31
• S63 Uniform Securities Agent State Law Examination
  2010-11-27

Designations

• Certified Financial Planner

Other Names

• Jonathan Randall Brandt