Steven Jay Jefferis

Employer firm

William Blair CRD 1252

$64.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• EQUITY RESEARCH SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1998 → 01/2026
  Stifel, Nicolaus & Company, Incorporated
  Dublin, OH
• 01/2026 → Present
  William Blair
  Chicago, IL

Previous Registrations

• 2000-01-03 → 2026-01-23
  Stifel, Nicolaus & Company, Incorporated
  Ft. Myers, FL
  Delaware, OH
  Marysville, OH
  Dublin, OH
  Columbus, OH
  Fort Myers, FL

Other Businesses

1. Jeffnor LTD; 5102 Meyers Cove CT, Powell, OH 43065; 50% Owner of a Condo; 01/01/2001; 1 Hour per Year; During Securities Trading Hours; Investment-Related. 2. JM BOAT ACCOUNT; 2325 POLLACK RD DELAWARE OH 43015; OWN A YACHT/ BUY STOCKS/BOATS; STARTED AFFILIATION ON 8/1/2014; 10 HOURS PER WEEK; NOT DURING SECURITIES TRADING HOURS. 3. Maplewing Farm LLC;2325 Pollock Rd Delaware OH 43015; Standard Bred Horse racing;owner;9/20/19;1 hr/yr;Not during securities trading hours; Not investment related. 4. maplewing farm LLC AirBNB; 2325 Pollock Rd Delaware OH 43015; making my main house at the farm an AirBNB; CEO/Managing Partner; turning my main house at the farm into an airbnb ....managed by a separate company; 07/31/2024; 1.00hr/week; Not during securities trading hours; Investment-Related

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-29
• S63 Uniform Securities Agent State Law Examination
  1984-08-14