Jason Scott Parker

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

• 12/2015 → Present
  Stifel Nicolaus & Co Inc
  Dallas, TX

Previous Registrations

• 2012-11-06 → 2015-12-04
  Oppenheimer & Co. Inc.
  Dallas, TX
• 2009-06-01 → 2012-10-12
  Morgan Stanley
  Plano, TX
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Plano, TX
• 2004-04-07 → 2007-04-02
  Morgan Stanley Dw Inc.
  Plano, TX
  Plano, TX
• 2002-11-15 → 2004-04-09
  A. G. Edwards & Sons, Inc.
  Plano, TX

Other Businesses

1. Dallas Jewish Community Foundation; 12700 Hillcrest Rd Dallas TX 75230; Local community foundation, and volunteers on the investment committee; committee member; quarterly investment meetings; affiliation started 10/12/2006; 0 hours per day; not during securities trading hours; not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-08-15
• S63 Uniform Securities Agent State Law Examination
  1994-02-15