Jeremy Essary

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

• 07/2010 → 03/2018
  Scottrade
  St. Louis, MO
• 06/2022 → 01/2025
  Charles Schwab & Co, Inc
  Eureka, MO
• 10/2024 → 01/2025
  Charles Schwab Bank, Ssb
  Eureka, MO
• 10/2024 → 01/2025
  Charles Schwab Premier Bank, Ssb
  Eureka, MO
• 10/2024 → 01/2025
  Charles Schwab Trust Bank
  Eureka, MO
• 01/2018 → 06/2022
  Td Ameritrade
  St. Louis, MO
• 02/2025 → 07/2025
  Unemployed
  Eureka, MO
• 07/2025 → Present
  Stifel Financial
  St. Louis, MO

Previous Registrations

• 2022-06-06 → 2025-02-08
  Charles Schwab & Co., Inc.
  Eureka, MO
  Omaha, NE
  Omaha, NE
• 2018-09-11 → 2022-10-14
  Td Ameritrade, Inc.
  St. Louis, MO
  Omaha, NE
  Omaha, NE
  St Louis, MO
  St Louis, MO
  Omaha, NE
• 2020-03-27 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  St Louis, MO

Other Businesses

1. JRE Holdings LLC DBA - J's Consulting Services; 43 Upper Bluffs View Ct Eureka, MO 63025; Currently: none Previously: From June 2023 - July 2024, provided contract/consulting services; Owner; None - Active LLC Only; 06/23/2023; 0hrs/day; Not during securities trading hours; Not Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2018-09-08
• S63 Uniform Securities Agent State Law Examination
  2012-04-17

Other Names

• Jeremy Joseph Essary