Jennifer Anne Taylor-medolla

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:

Current Employers

Stifel, Nicolaus & Company, Incorporated

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-12
NJ	RA	APPROVED	2021-08-11

NY RA
APPROVED

Since 2021-08-12
NJ RA
APPROVED

Since 2021-08-11

Branch Locations

1095 Avenue Of The Americas 3Rd & 4Th Floors, New York, NY 10036 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Stifel Nicolaus & Co Inc	Shrewsbury	NJ	11/2014	Present

11/2014 → Present

Stifel Nicolaus & Co Inc

Shrewsbury, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-08-09
S63	Uniform Securities Agent State Law Examination	2015-05-01

S65 Uniform Investment Adviser Law Examination

2021-08-09
S63 Uniform Securities Agent State Law Examination

2015-05-01

Other Names

Jennifer A Medolla
Jennifer Anne Taylor
Jennifer Anne Medolla

View on SEC IAPD

Employer firm

Current Employers

Stifel, Nicolaus & Company, Incorporated

Disclosures

Employment History

Exams

Other Names

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