Jon M Randall

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

• 01/2015 → 12/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 01/2017 → Present
  Stifel, Nicolaus & Company, Incorporated
  Southfield, MI

Previous Registrations

• 2010-10-05 → 2018-01-05
  Morgan Stanley
  Grosse Pointe, MI
  Grosse Pointe Farms, MI

Other Businesses

1. Detroit Cristo Rey School; 5679 Vernor Highway, Detroit, MI 48209; Private Catholic School; Development Committee; Meet to discuss ways to engage community and do outreach for the school; 01/01/2017; 20 Hours per Year; Not During Securities Trading Hours; Not Investment-Related. 2. Feldman Automotive Children's Miracle Celebrity Invitational Committee; 26901 Beaumont Boulevard Suite 5D, Southfield, MI 48033; To put together a series of golf fundraising events to benefit the Children's Miracle Network and Mark Wahlberg Foundation; Committee Member tasked with helping raise funds for the outings; Fundraising, meeting with potential sponsors to help get them involved in the various causes; 03/09/2023; 5 Hours per Month; During Securities Trading Hours; Not Investment-Related 3. Detroit Athletic Club; 241 Madison, Detroit, MI 48226; Blackballer Officer-Secretary; Recruitment to the group of Blackballers, Coordinate the chairpersons of the respective sports to write monthly articles for the Detroit Athletic Club News Magazine; 7/17/23; 5 Hours per Month; During Securities Trading Hours; Not Investment-Related. 4. Al Fracassa Legacy Foundation; 2371 Red Maple Dr Troy, MI 48098; to raise funds for scholarship awards to high school players and coaches; Advisory Board Member; 10 Zoom meetings per year and Philanthropy to help open doors to supporters; 11/20/2025; 3hrs/ mth; During securities trading hours; Not investment related 5. Detroit Athletic Club; 241 Madison St Detroit, MI 48226; members only private athletic club; Committee Member for the Ted Gillary Scholarship Fund; i am part of a committee helping to raise awareness for the Ted Gillary Scholarship Fund that awards DAC Foundation dollars to employees and children of employees at the DAC; 06/01/2026; 2hrs/mth; During securities trading hours; Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-28
• S63 Uniform Securities Agent State Law Examination
  2005-07-22

Other Names

• Jonathan Michael Randall