Jacob William Bain

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

• 11/2012 → 03/2018
  B.C. Ziegler And Company
  West Bend, WI
• 03/2018 → Present
  Stifel, Nicolaus & Company, Incorporated
  West Bend, WI

Previous Registrations

• 2012-11-28 → 2018-03-16
  B. C. Ziegler And Company
  West Bend, WI
  Chicago, IL
• 2012-06-11 → 2012-10-22
  Edward Jones
  St Louis, MO
  Menomonie, WI

Exams

• S66 Uniform Combined State Law Examination
  2012-04-13

Other Names

• Jacob W Bain
• Jacob William Bain