Jeffrey Werdesheim
Jeffrey Werdesheim is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Oxnard, CA, with 37 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
1000 Town Center Dr., Suite 450, Oxnard, CA, 93030
Get directionsHistory
Regulatory History (7)
Customer Dispute
September 2024Customer Dispute
February 2014Customer Dispute
August 2009Customer Dispute
July 2005Customer Dispute
November 2002Customer Dispute
April 2002Customer Dispute
April 2000Other Business Activities
Jeffrey is a general partner of Shadow Ranch Partners, which invests in private equity, and a partner at WD Management, Inc., a consulting entity. He is also co-trustee on his father's living trust account.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer Asset Management
Oppenheimer & CO. INC.Broker
Fahnestock Asset Management
Cibc World Markets CORP.
Cibc World Markets CORP.Broker
Lehman Brothers INC.Broker
State Registrations30 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.