Kelly Jane Morrison

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

• 07/2017 → 08/2020
  Wells Fargo Clearing Services, Llc
  Owosso, MI
• 06/2015 → 06/2017
  Capital Group
  Carmel, IN
• 08/2020 → Present
  Stifel Nicolaus & Co Inc
  Owosso, MI

Previous Registrations

• 2018-01-26 → 2020-08-14
  Wells Fargo Clearing Services, Llc
  Owosso, MI

Other Businesses

1. Memorial Healthcare Foundation; 826 W King St, Owosso, MI 48867; Local foundation that provides funds to Community Initiative Programs; Member of the Community Action Board; Help with annual events and fundraisers; 06/02/2021; 10 Hours per Quarter; During Securities Trading Hours; Not Investment-Related. 2. Owosso High School CTE Advisory Board; 765 E North St, Owosso, MI 48867; Career and technical education program to help students for different fields; Member of Board; Assist program with real world experience; 03/01/2022; 4 Horus per Year; During Securities Trading Hours; Not Investment-Related.

Exams

• S66 Uniform Combined State Law Examination
  2018-01-26

Other Names

• Kelly Jane Schluckebier
• Kelly Schluckebier