John Marvin Mebane

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Rocky Mount, NC
• 11/2016 → 08/2021
  Wells Fargo Clearing Services, Llc
  Rocky Mount, NC
• 08/2021 → Present
  Stifel Nicolaus & Co Inc
  Rocky Mount, NC

Previous Registrations

• 2008-01-01 → 2021-08-16
  Wells Fargo Clearing Services, Llc
  Rocky Mount, NC
• 2005-07-25 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Rocky Mount, NC
  St. Louis, MO
  Rocky Mount, NC

Other Businesses

1. Episcopal Church of the Good Shepherd; 231 N Church St, Rocky Mount, NC 27804; Religious organization; Member of the Building & Grounds Committee; Help oversee the maintenance of the physical facilities of the church; 02/01/2020; 1 Hour per Week; Not during securities trading hours; Not Investment-Related. 2. Downtown Renaissance, Inc; Rocky Mount, NC 27802; Non profit for the purpose of promoting Downtown Rocky Mount NC; Board Member; Participate and help guide the organization to achieve its goals; 11/10/22; 2 hr/mo; Not During Securities Trading Hours; Not Investment Related. 3. Westridge Village Properties, LLC ; 203 Forest Hill Ave Rocky Mount NC 27804; Real Estate; manage family's interest; Meet with other members to oversee the operation of the partnership; 1/1/2008; 4 hours per month; not during securities trading hours; Inv related

Exams

• S66 Uniform Combined State Law Examination
  2005-07-22

Other Names

• John Marvin Mebane