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Jonathan Cherkas

Stifel, Nicolaus & Company, Incorporated
31 Years of Experience
Los Angeles, CA
3 DisclosuresBroker
View SEC Summary
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Jonathan Cherkas is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Los Angeles, CA, with 31 years of industry experience. Jonathan 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.

Stifel, Nicolaus & Company, Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3355 advisors
Number of Clients
236,191 clients
Average Client Portfolio
$836K average
Assets Under Management
$197.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2121 Avenue of the Stars (Fox Plaza), Suite 2100 & 2150, Los Angeles, CA, 90067

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2019
Settled
Customer Dispute
February 2007
Settled
Criminal
June 1984
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
January 2015 - Present · 11 yrs 9 mos
Stifel, Nicolaus & Company, Incorporated
January 2015 - Present · 11 yrs 9 mos
Stifel, Nicolaus & Company, IncorporatedBroker
January 2015 - Present · 11 yrs 9 mos
Previous Registrations
Oppenheimer & CO. INC.
January 2009 - February 2015 · 6 yrs 1 mo
Oppenheimer & CO. INC.Broker
January 2009 - February 2015 · 6 yrs 1 mo
Morgan Stanley & CO. Incorporated
June 2007 - February 2009 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
June 2007 - February 2009 · 1 yr 8 mos
RBC Dain Rauscher INC.
March 2006 - June 2007 · 1 yr 3 mos
RBC Dain Rauscher INC.Broker
March 2006 - June 2007 · 1 yr 3 mos
M. L. Stern & CO, LLC.
January 2004 - March 2006 · 2 yrs 2 mos
M.L. Stern & CO., LLC.Broker
October 1994 - March 2006 · 11 yrs 5 mos
State Registrations11 states
AZCACTINNJNVNYOHORTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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