Jacob Watson

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

• 08/2022 → Present
  Stifel
  O'FAllon, MO
• 09/2021 → 08/2022
  Stifel
  St. Louis, MO
• 05/2021 → 09/2021
  Synergy Wealth Solutions
  Chesterfield, MO
• 08/2017 → 05/2021
  University Of Kansas
  Lawrence, KS
• 08/2013 → 05/2017
  Cbc High School
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2023-01-06

Designations

• Certified Financial Planner