Jeffrey Dow Tomlinson

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

• 09/2009 → Present
  Stifel, Nicolaus & Company, Incorporated
  Sheridan, WY

Previous Registrations

• 2006-09-05 → 2009-09-11
  Ubs Financial Services Inc.
  Weehawken, NJ
  Sheridan, WY
  Butte, MT

Other Businesses

1. Tomlinson Heirs Farm; 3877 State Highway 52 Belgrade NE 68623-5001; Family Farm; 1/2 owner of family farm; collect rent, pay bills; 01/10/2024; 1.00hr/month; Not during securities trading hours; Investment-Related 2. Sheridan County School District #2; 201 North Connor Street Sheridan WY 82801; School District; School Board Trustee; Serve as a School Board Trustee; 01/07/2025; 5.10 hrs/month; During securities trading hours; Not Investment-Related

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-01
• S63 Uniform Securities Agent State Law Examination
  1999-02-09