Jonathan S Peris

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

• 03/2008 → 03/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 12/2009 → 03/2019
  Bank Of America, N.A.
  New York, NY
• 03/2019 → Present
  Stifel Nicolaus & Co Inc
  New York, NY

Previous Registrations

• 2008-05-05 → 2019-04-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

1.Skyline Investments LLC; 282 Pembrook Rd Mountainside NJ 07092; non operating/inactive LLC; Managing member; No duties entity is inactive; 1/1/02; 0 hrs/day; not during securities trading hours; not investment related. 2. Trail Blazers; 394 Rogers Ave Brooklyn NY 11225; Non Profit for kids; board advisor; advise on direction of entity; 1/1/03;3 hr/mo; not during securities trading hours; not investment related. 3. Marjonrepjel LLC; 1404 Tillinghast Turn, Scotch Plains, NJ 07076; Family LLC; Manager; Passive; 11/28/1997; 1 Hour per Week; Not During Securities Trading Hours; Investment-Related.

Exams

• S66 Uniform Combined State Law Examination
  2008-05-01
• S63 Uniform Securities Agent State Law Examination
  1995-05-25

Other Names

• Jonathan S Peris
• Jon Peris
• Jonathan Stuart Peris