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Jeremy Daniel Huggins

Stifel, Nicolaus & Company, Incorporated

Tallahassee, FL

CRD 6252978

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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 2019-10-17
FL RA APPROVED 2019-09-03
  • TX RA
    APPROVED
    Since 2019-10-17
  • FL RA
    APPROVED
    Since 2019-09-03

Branch Locations

3500 Financial Plaza Ste. 202, Tallahassee, FL 32312 • 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
Morgan Stanley Tallahassee FL 07/2018 11/2018
Unemployed Tallahassee FL 01/2015 06/2018
Morgan Stanley Private Bank, N.A. New York NY 11/2018 08/2019
Stifel Nicolaus & Co Inc Tallahassee FL 08/2019 Present
  • 07/2018 → 11/2018
    Morgan Stanley
    Tallahassee, FL
  • 01/2015 → 06/2018
    Unemployed
    Tallahassee, FL
  • 11/2018 → 08/2019
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 08/2019 → Present
    Stifel Nicolaus & Co Inc
    Tallahassee, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-08
  • S66 Uniform Combined State Law Examination
    2018-11-08
Other Names
  • J D Huggins
  • Jd Huggins

View on SEC IAPD

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