Jess Crabtree
Jess Crabtree is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Memphis, TN, with 27 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
641 Oakleaf Office Lane, Suite 2, Memphis, TN, 38117
Get directionsHistory
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
Jess is a part-owner and member of HGCC Properties LLC, managing commercial rental properties, dedicating minimal time. Jess also serves as treasurer for Boy Scouts of America Troop 55, managing the troop's finances, spending a few hours per week.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Vining-Sparks Ibg, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Wunderlich Securities, INC.Broker
Oppenheimer & CO. INC.Broker
Southwest Securities, INC.Broker
Crt Capital Group LLCBroker
Cortview Capital Securities LLCBroker
Sterne, Agee & Leach, INC.Broker
Vining SparksBroker
Suntrust Capital Markets, INC.Broker
Nbc Capital Markets Group, INC.Broker
State Registrations23 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.