Jeffrey Michael Wirth

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

Authority	Category	Status	Date
OR	RA	APPROVED	2013-04-15
TX	RA	APPROVED_RES	2013-04-05

OR RA
APPROVED

Since 2013-04-15
TX RA
APPROVED_RES

Since 2013-04-05

Branch Locations

Aurora, OR • United States

121 Sw Morrison Suite 1800, Portland, OR 97204 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Stifel Nicolaus & Co Inc	Portland	OR	04/2013	Present

04/2013 → Present

Stifel Nicolaus & Co Inc

Portland, OR

Previous Registrations

2011-06-01 → 2013-04-05

Wells Fargo Advisors Financial Network, Llc

Portland, OR
2011-01-03 → 2011-06-01

Wells Fargo Clearing Services, Llc

Portland, OR
1990-10-09 → 2011-01-03

Wells Fargo Investments, Llc

Portland, OR

Portland, OR

Portland, OR

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-03-10
S63	Uniform Securities Agent State Law Examination	1984-07-17

S66 Uniform Combined State Law Examination

2006-03-10
S63 Uniform Securities Agent State Law Examination

1984-07-17

Other Names

Jeffrey M Wirth
Jeffrey Michael Wirth

View on SEC IAPD