Jerri Lynn Murray

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

• 08/2009 → Present
  Stifel, Nicolaus & Company, Incorporated
  Daytona Beach, FL

Previous Registrations

• 2000-06-19 → 2009-08-15
  Ubs Financial Services Inc.
  Daytona Beach, FL
  Daytona Beach, FL

Other Businesses

1. Trustee - Family Trust.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-04-11

Other Names

• Jerri Lynn Ballast