John Hunter Tillotson

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

• 06/2009 → 04/2019
  Morgan Stanley Smith Barney
  St.PAul, MN
• 01/2015 → 04/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2019 → Present
  Stifel Nicolaus & Co Inc
  Minnespolis, MN

Previous Registrations

• 2014-01-21 → 2019-03-26
  Morgan Stanley
  St. Paul, MN

Other Businesses

1. St. Paul Friend of Youth Foundation;781 Goodrich Ave St Paul MN 55105;non-profit foundation;board member;Attend Board meetings and participate in activities sponsored by entity;12/10/1998;4 hr/mo;during securities trading hours;investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-21
• S63 Uniform Securities Agent State Law Examination
  1984-12-06