Jeffrey Mccoy
Jeffrey Mccoy is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in San Diego, CA, with 40 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
16870 West Bernardo Drive, Suite 150, San Diego, CA, 92127
Get directionsHistory
Regulatory History (2)
Regulatory
April 1999Regulatory
December 1997Other Business Activities
Jeffrey is a board member of Nu Shoe Inc. since 1994, dedicating minimal time to this activity.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Iaf Securities, INC.Broker
Prudential-Bache Securities INC.Broker
Painewebber IncorporatedBroker
State Registrations32 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.