Best Investors Account Sign in

Jonathan Douglas Isles

Stifel, Nicolaus & Company, Incorporated

New York, NY

Palm Beach Gardens, FL

CRD 7620960

Claim This Profile
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
FL RA APPROVED 2025-12-04
TX RA APPROVED_RES 2025-12-04
NY RA APPROVED 2022-12-05
  • FL RA
    APPROVED
    Since 2025-12-04
  • TX RA
    APPROVED_RES
    Since 2025-12-04
  • NY RA
    APPROVED
    Since 2022-12-05

Branch Locations

1095 Avenue Of The Americas 3Rd & 4Th Floors, New York, NY 10036 • United States

3835 Pga Blvd. Suite 701, Palm Beach Gardens, FL 33410 • 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 New York NY 08/2022 Present
Gabriel & Co New York NY 08/2019 08/2022
Savoy Associates New York NY 07/2012 02/2018
Tai Consulting Sayville NY 02/2018 08/2019
  • 08/2022 → Present
    Stifel
    New York, NY
  • 08/2019 → 08/2022
    Gabriel & Co
    New York, NY
  • 07/2012 → 02/2018
    Savoy Associates
    New York, NY
  • 02/2018 → 08/2019
    Tai Consulting
    Sayville, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-02
  • S66 Uniform Combined State Law Examination
    2022-12-02

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor