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Jason Robert Heuton

Stifel, Nicolaus & Company, Incorporated

Chico, CA

CRD 7927310

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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

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-26
TX RA APPROVED 2024-07-26
  • CA RA
    APPROVED
    Since 2024-07-26
  • TX RA
    APPROVED
    Since 2024-07-26

Branch Locations

901 Bruce Road, Chico, CA 95928 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
California State University Chico Chico CA 01/2024 05/2024
Hulas Chinese Bbq Chico CA 09/2022 05/2024
Marisol At The Cliifs Pismo Beach CA 08/2021 05/2022
Chico Sports Club Chico CA 05/2018 06/2021
Rj Heuton Construction Inc. Chico CA 01/2018 01/2019
Pleasant Valley High School Chico CA 08/2016 06/2020
Stifel Chico CA 05/2024 Present
Unemployed Chico CA 05/2022 09/2022
  • 01/2024 → 05/2024
    California State University Chico
    Chico, CA
  • 09/2022 → 05/2024
    Hulas Chinese Bbq
    Chico, CA
  • 08/2021 → 05/2022
    Marisol At The Cliifs
    Pismo Beach, CA
  • 05/2018 → 06/2021
    Chico Sports Club
    Chico, CA
  • 01/2018 → 01/2019
    Rj Heuton Construction Inc.
    Chico, CA
  • 08/2016 → 06/2020
    Pleasant Valley High School
    Chico, CA
  • 05/2024 → Present
    Stifel
    Chico, CA
  • 05/2022 → 09/2022
    Unemployed
    Chico, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-24
  • S66 Uniform Combined State Law Examination
    2024-07-24
Other Names
  • Jason Heuton

View on SEC IAPD

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