Jonathan Peris
Jonathan Peris is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in New York, NY, with 26 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
1095 Avenue of the Americas, 3rd & 4th Floors, New York, NY, 10036
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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 Activities
Jonathan is a managing member of a non-operating LLC, Skyline Investments LLC, and a manager of a family LLC, Marjonrepjel LLC. He also serves as a board advisor for a non-profit for kids, Trail Blazers, dedicating minimal time to each activity.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
RBC Professional Trader Group LLCBroker
Centurion Securities L.L.C.Broker
Assent LLCBroker
First New York Securities L.L.C.Broker
Knight Securities, L.P.Broker
Smith Barney INC.Broker
State Registrations19 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.