Jordan Troy Bernstein

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

• 08/2017 → 04/2019
  Trillium Trading
  Chicago, IL
• 04/2019 → 01/2020
  Unemployed
  New York, NY
• 01/2020 → 08/2021
  Moody's Corporation
  New York, NY
• 08/2013 → 05/2017
  Indiana Universtiy
  Bloomington, IN
• 08/2021 → 01/2023
  Stephens Inc.
  New York, NY
• 04/2023 → Present
  Stifel, Nicolaus & Company, Incorporated
  New York, NY

Previous Registrations

• 2022-02-16 → 2023-01-31
  Stephens
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-02-15

Other Names

• Jordan Troy Bernstein
• Jordan Bernstein