Jeffrey Kramer
Jeffrey Kramer is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Scottsdale, AZ, with 44 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
14850 North Scottsdale Road, Suite 450, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 1999Customer Dispute
November 1995Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
UBS Financial Services INC.Broker
Salomon Smith Barney INC.Broker
Kemper Securities Group, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
E. F. Hutton & Company INCBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.