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Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-04-13
  • IA RA
    APPROVED
    Since 2026-04-13

Branch Locations

515 Grand Avenue, Ames, IA 50010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa-Cref Individual & Institutional Services, Llc Ames IA 12/2011 04/2026
Tiaa Ames IA 01/2007 04/2026
Stifel, Nicolaus & Company, Incorporated Ames IA 04/2026 Present
Previous Registrations
Other Businesses

1. Trinity Lutheran Church and School; 712 12th St Boone. IA 50036; Religious Organization and Parochial School; Voting Board Member for Trinity Trust and Endowment Funds; Voting Board Member for Trinity Trust and Endowment Funds that are custodied by Lutheran Church Missouri Synod Foundation; 07/01/2024; 1hr/qtr; Not during securities trading hours; Not investment related 2. Trinity Lutheran Church and School; 712 12th St Boone. IA 50036; Religious Organization and Parochial School; Vice President of Congregation; Oversee duties of President of Congregation when they are not available; 07/01/2024; 1hr/qtr; Not during securities trading hours; Not investment related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-07-22
  • S66 Uniform Combined State Law Examination
    2005-07-22
Other Names
  • Jake Zehr
  • Jason E. Zehr

View on SEC IAPD

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