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Jennifer Carroll Green

Stifel, Nicolaus & Company, Incorporated

San Francisco, CA

San Francisco, CA

CRD 5676437

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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:

Current Employers
Stifel, Nicolaus & Company, Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-06-06
CA RA APPROVED 2011-11-01
  • TX RA
    APPROVED_RES
    Since 2019-06-06
  • CA RA
    APPROVED
    Since 2011-11-01

Branch Locations

One Montgomery Street Suites 3300, 3500, 3600, & 3700, San Francisco, CA 94104 • United States

San Francisco, CA • 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
OrganizationCityStateFromTo
Stifel Nicolaus & Co Inc San Francisco CA 11/2011 Present
  • 11/2011 → Present
    Stifel Nicolaus & Co Inc
    San Francisco, CA
Previous Registrations
  • 2009-11-25 → 2011-11-03
    Stone & Youngberg Llc
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-23
  • S66 Uniform Combined State Law Examination
    2009-11-23
Other Names
  • Jennifer Green-Gomez
  • Jennifer Green
  • Jennifer Gomez
  • Jennifer Green Gomez

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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