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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
VA RA APPROVED 2025-04-07
  • VA RA
    APPROVED
    Since 2025-04-07

Branch Locations

550 Broadview Avenue Suite 201, Warrenton, VA 20186 • 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
Bb&T Securities, Llc Warrenton VA 01/2013 02/2021
Truist Investment Services, Inc. Warrenton VA 02/2021 07/2021
Truist Advisory Services, Inc. Atlanta GA 02/2021 07/2021
B. Riley Wealth Management Memphis TN 07/2021 04/2025
B. Riley Wealth Advisors, Inc. Memphis TN 07/2022 04/2025
Stifel, Nicolaus & Company, Incorporated Warrenton VA 04/2025 Present
Previous Registrations
  • 2022-08-15 → 2025-04-07
    Warrenton, VA
  • 2021-07-27 → 2022-12-31
    B. Riley Wealth Management
    Warrenton, VA
    Warrenton, VA
    Bryn Mawr, PA
    Memphis, TN
  • 2021-02-17 → 2021-07-27
    Atlanta, GA
  • 2013-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Warrenton, VA
    Richmond, VA
  • 2007-10-12 → 2013-01-02
    Scott & Stringfellow, Llc
    Warrenton, VA
  • 2006-02-21 → 2007-08-22
    Mclean, VA
    New York, NY
    Mclean, VA
  • 2003-08-15 → 2006-02-21
    Legg Mason Wood Walker, Incorporated
    Mclean, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-12
  • S66 Uniform Combined State Law Examination
    2003-06-12
Designations
  • Certified Financial Planner
Other Names
  • Jennifer L Divello
  • Jennifer L Ryan
  • Jennifer Lee Ryan
  • Jennifer Lee Ryan

View on SEC IAPD

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