Johnathan Michael Wilson

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

• 01/2012 → Present
  Stifel Nicolaus & Co Inc
  Roseville, CA

Previous Registrations

• 2006-09-01 → 2012-01-06
  Rbc Capital Markets, Llc
  Roseville, CA
  El Dorado Hills, CA
• 2001-03-30 → 2006-09-07
  A. G. Edwards & Sons, Inc.
  Lincoln Hills, CA
  Lincoln, CA

Other Businesses

1. Screen Actor's Guild; Sansome St, San Francisco, CA 94104; Actor; Participate in commercials & movies; 05/20/1988; 10 Hours per Year; During securities trading hours; Not Investment-Related. 2. Rental; Ambridge Drive Roseville CA 95747; His wife and him kept their first home and it is now a rental; Owner; Deposit rental check, pay mortgage and water bills; 2.0 hours per year; Investment-related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-19
• S63 Uniform Securities Agent State Law Examination
  1999-02-19

Designations

• Certified Financial Planner

Other Names

• Johnathan Michael Wilson
• Johnathan Wilson