Jennifer Heed Doherty-Reilly

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

• 04/2024 → Present
  Stifel
  Portland, OR
• 01/2010 → Present
  Reilly Signature Homes, Llc
  Portland, OR

Previous Registrations

• 2003-04-15 → 2006-02-08
  Citigroup Global Markets Inc.
  Portland, OR
  Portland, OR

Other Businesses

1. Reilly Signature Homes, LLC; 95 Iron Mountain Blvd Lake Oswego, OR 97034; Our co. is a real estate development /renovation company. We purchase homes and renovate and then sell them.; I am the lead designer in this company. I work on floorplans and finishes for the houses we renovate or build.; 02/11/2010; 5 hrs/week; Not during securities trading hours; Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2026-06-09
• S63 Uniform Securities Agent State Law Examination
  1997-05-08
• S65 Uniform Investment Adviser Law Examination
  1997-05-05

Other Names

• Jennifer Heed Doherty
• Jennifer Gonzalez
• Jennifer Doherty
• Jennifer Heed Gonzalez
• Jennifer H. Doherty