Stacey Jacobson

Current Employers

Stifel, Nicolaus & Company, Incorporated

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-12-05

TX RA
APPROVED

Since 2025-12-05

Branch Locations

2850 North Harwood 18Th Floor & 17Th Floor, Dallas, TX 75201 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Dallas	TX	11/2024	04/2025
Factset	Norwalk	CT	01/2019	01/2024
Refinitiv	New York	NY	04/2003	12/2018
Unemployed	Mckinney	TX	01/2024	11/2024
Stifel, Nicolaus & Company, Incorporated	Dallas	TX	04/2025	Present

11/2024 → 04/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX
01/2019 → 01/2024

Factset

Norwalk, CT
04/2003 → 12/2018

Refinitiv

New York, NY
01/2024 → 11/2024

Unemployed

Mckinney, TX
04/2025 → Present

Stifel, Nicolaus & Company, Incorporated

Dallas, TX

Other Businesses

1. Jacobson Properties, LLC; 6501 Orchard Park Dr. McKinney TX 75071; Rental properties; Managing Partner; None, my spouse handles the properties; 10/01/2018; 3 hrs/month; Not during security trading hours; Investment-Related

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-04
S63	Uniform Securities Agent State Law Examination	1995-05-15

S66 Uniform Combined State Law Examination

2025-12-04
S63 Uniform Securities Agent State Law Examination

1995-05-15

Other Names

Stacey Julaine Williams
Stacey Jacobson
Stacey Julaine Jacobson

View on SEC IAPD