John Andrew Martin

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

• 10/2019 → 06/2021
  Wells Fargo Clearing Services, Llc
  Bowling Green, KY
• 03/2015 → 10/2019
  Junior Achievement Of South Central Kentucky
  Bowling Green, KY
• 06/2021 → Present
  Stifel Nicolaus & Co Inc
  Bowling Green, KY

Previous Registrations

• 2020-05-11 → 2021-07-07
  Wells Fargo Clearing Services, Llc
  Bowling Green, KY

Other Businesses

1. Hilltopper Athletic Foundation;1605 Avenue of Champions Bowling Green, KY 42101; This entity is the Athletic Foundation of Western Kentucky University which is my Alma Mater; Board Member; Work with athletic foundation to increase membership, athletics attendance, and continued promotion for WKU Athletics; 07/01/2026; 6hrs/qtr; Not during securities trading hours; Not investment related

Exams

• S66 Uniform Combined State Law Examination
  2020-05-10

Other Names

• John Martin
• Drew Martin