Jeffrey Tomlinson
Jeffrey Tomlinson is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Sheridan, WY, 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
51 Coffeen Avenue, Suite 102, Sheridan, WY, 82801-3642
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2008Customer Dispute
December 2001Other Business Activities
Jeffrey is a part-owner of Tomlinson Heirs Farm, a family farm, since January 2024, dedicating minimal time to collecting rent and paying bills. He also serves as a School Board Trustee for Sheridan County School District #2 since January 2025, spending a few hours per week in this role.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
State Registrations36 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.