Jared Eggers

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

• 01/2024 → Present
  Stifel
  Storm Lake, IA
• 12/2018 → 01/2024
  Security Trust & Savings Bank
  Storm Lake, IA
• 06/2022 → 01/2023
  Zimmy's Bar & Grill
  Storm Lake, IA
• 08/2014 → 11/2018
  Farm Credit Services Of America
  Omaha, NE

Other Businesses

1. Tyonia Eggers, Inc.; 102 Bass St Storm Lake, IA 50588; Insurance sales; Vice President and Treasurer; Paying bills such as utilities, quarterly federal and state tax estimates, annual federal and state income taxes; 06/15/2021; 1hr/mth; Not during securities trading hours; Not Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2024-04-11