Andrew Jones
Andrew Jones is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Salem, OR, with 41 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
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, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Raymond James & Associates, INC.Broker
A. G. Edwards & Sons, INC.Broker
Southmark Financial Services, INC.Broker
State Registrations14 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.