Bradford John Jackson

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
  Redding, CA
• 11/2016 → 05/2019
  Wells Fargo Clearing Services, Llc
  Redding, CA
• 05/2019 → Present
  Stifel Nicolaus & Co Inc.
  Redding, CA

Previous Registrations

• 2008-01-01 → 2019-05-21
  Wells Fargo Clearing Services, Llc
  Redding, CA
• 1997-07-08 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Redding, CA
  Redding, CA
  St. Louis, MO

Other Businesses

1. FREELANCE Proprietor; 7580 Calle Vista Way Redding CA 96001; Freelance: angling/ writing, speaking, photography,consulting; 1/1/75;20 hr/yr; Not during securities trading hours; Not investment-related. 2. Tailout LLC; 479 Russel Street, Ashland, OR 97520; Member; 07/01/1999; 0 Hours per Day; Not During Securities Trading Hours; Not Investment-Related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-02
• S63 Uniform Securities Agent State Law Examination
  1993-05-18

Other Names

• Brad Jackson