Phoebe Jaramillo
Phoebe Jaramillo is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Irvine, CA, with 13 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
584 Wald, Irvine, CA, 92618
Get directionsHistory
Regulatory History (2)
Financial
August 2017Financial
July 2016Other Business ActivitiesSells Insurance
Phoebe is a licensed life and health insurance agent in California, receiving residual commissions. She dedicates minimal time to this activity.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Finance 500, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Finance 500, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
MML Investors Services, INC.Broker
Securities America, INC.Broker
Jefferson Pilot Securities CorporationBroker
State Registrations1 state
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.