Renu Jain
Renu Jain is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Garden City, NY, with 31 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
1225 Franklin Avenue, Suite 150, Garden City, NY, 11530
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Renu is a general partner overseeing finances for ARJ Group LP, a member involved in investment decisions for Revat Partners LLC, and a trustee for ARJ Charitable Foundation. She also holds positions at Shri Padmavati Shakti Peeth Inc and Vass PIpe & Steel Co. Inc, and ARJ Family LLC holds life insurance.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Ryan Beck & CO.Broker
Gruntal & CO., L.L.C.Broker
First Investors CorporationBroker
State Registrations3 states
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