Barksdale Jordan

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

• 08/2009 → Present
  Stifel, Nicolaus & Company, Incorporated
  Pensacola, FL

Previous Registrations

• 1999-10-01 → 2009-08-15
  Ubs Financial Services Inc.
  Pensacola, FL
  Pensacola, FL

Other Businesses

1. Baptist Health Care; 1000 West Moreno Pensacola FL 32501; health care; Board of Directors at Lakeview Center; voting member of Board; 10/02/2017; 3.00 Hour(s) Per Month; not during securities trading hours; Not Investment-Related. 2. Baptist Health Care; 1000 West Moreno Pensacola FL 32501; health care; member of BHC investment sub-committee; advise Highland Associates in Birmingham, AL about proposed investments for BHC; 10/2/2017; 2.00 Hour(s) Per Month; not during securities trading hours; Not Investment-Related. 3. Trustee Non Family Trust. 4. Baptist Health Care; 1000 West Moreno, Pensacola, FL 32501; Medical facility; Member of Audit and Finance Committee; Board Member; 03/07/2022; 2 Hours per Month; Not During Securities Trading Hours; Not Investment-Related. 5. Lifeview Group Inc; 1221 West Lakeview Ave Pensacola, FL 32501; Mental health and addition and recovery; Secretary and Treasurer; Board member; 01/01/2026; 4hrs/mth; During securities trading hours; Not investment related 6. Pensacola Country Club; 1500 Bayshore Drive Pensacola, FL 32507; A private country club; a member of the membership committee; Help solicit new members for the Pensacola Country Club; 07/01/2025; 2hrs/mth; Not during securities trading hours; Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-11-18
• S63 Uniform Securities Agent State Law Examination
  1996-06-19

Other Names

• Dale Jordan
• Barksdale Jordan
• Barksdale Jordan Jr.