Jody Scheiman
Jody Scheiman is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Columbus, OH, with 42 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
4449 Easton Way, Suite 120, Columbus, OH, 43219
Get directionsHistory
Regulatory History (3)
Regulatory
June 2007Regulatory
September 2006Employment Separation After Allegations
August 2005Other Business Activities
Jody is involved with several non-profit organizations, including the Columbus Jewish Foundation, Center for Healthy Families, and The Women's Fund of Central Ohio. These activities involve board membership, financial review, and supporting their respective missions, taking up about 10-20% of Jody's time overall.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
State Registrations28 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.