Andrew Jones
Andrew Jones is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Salem, OR, with 42 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.
Fee Estimator
Location
1174 Cornucopia Street Nw, Suite 230, Salem, OR, 97304
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2000Other Business Activities
Andrew owns CJM LLC, coordinating music publishing, and is a Partner/Producer at Virtual Choir Solutions, LLC, producing virtual musical projects. He also serves on the Alumni Board of Directors for Willamette University, handling alumni outreach.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Raymond James & Associates, INC.Broker
A. G. Edwards & Sons, INC.Broker
Southmark Financial Services, INC.Broker
State Registrations15 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.
Exams
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