James Clark Standish

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

• 12/2007 → 08/2020
  Citigroup Global Markets
  Gross Pointe, MI
• 06/2009 → 08/2020
  Morgan Stanley Smith Barney
  Grosse Pointe, MI
• 01/2015 → 08/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 08/2020 → Present
  Stifel Nicolaus & Co Inc
  Grosse Pointe, MI

Previous Registrations

• 2010-10-05 → 2020-09-09
  Morgan Stanley
  Grosse Pointe, MI
  Grosse Pointe Farms, MI
• 2006-01-05 → 2007-12-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI
  Bloomfield Hills, MI

Other Businesses

1. Evans Scholars Foundation of Western Golf Association; 2501 Patriot Blvd. Glenview, IL 60026; Caddie scholarship; I previously served as a Director. Stepped back from regular involvement and received the Director Emeritus designation January 2026; Minimal involvement except promoting the program to others and helping deserving young men and women receive a full 4-year ride to accomplished universities and colleges across the USA; 01/01/2026; 20hrs/yr; Not during securities trading hours; Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-22
• S63 Uniform Securities Agent State Law Examination
  1986-11-18

Other Names

• James Clark Standish
• J. Clark Standish