Jonas Schrand Bieliauskas

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

• 02/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Cincinnati, OH
• 11/2016 → 10/2023
  Wells Fargo Clearing Services, Llc
  Cincinnati, OH
• 10/2023 → Present
  Stifel, Nicolaus & Company, Incorporated
  Bozeman, MT

Previous Registrations

• 2016-04-22 → 2023-10-18
  Wells Fargo Clearing Services, Llc
  Cincinnati, OH
  Cincinnati, OH
  Cincinnati, OH
  Chicago, IL

Other Businesses

1. Cancer Support Community Montana; 102 S 11th Ave Bozeman MT 59715; Cancer Support Community (CSC) is a national non-profit organization dedicated to providing support to those stricken by cancer; Finance Committee Member; To perform quarterly finance reviews, review financial procedures, present budget and procedure recommendations to board; 01/17/2024; 2.00hrs/quarter; Not during securities trading hours; Not Investment-Related 2. Cancer Support Community Montana; 102 S 11th Ave Bozeman MT 59715; Cancer Support Community Montana uplifts and strengthens people impacted by cancer by providing support, fostering compassionate; Board of Trustees; We meet monthly to assure the Cancer Support Community Montana has a sustainable business plan with financial ove; 10/03/2025; 70hrs/yr; During securities trading hours; Not investment related 3. Cancer Support Community Montana; 102 S 11th Ave Bozeman MT 59715; Cancer Support Community Montana uplifts and strengthens people impacted by cancer by providing support; Vice President of Board of Trustees; I am currently on the board, but the president of the board wants me to be the VP to help lead meetings he is not able to attend; 06/11/2026; 3 hrs/month; Not during securities trading hours; Not Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2016-04-22

Other Names

• Jonas Bieliauskas