Jennifer Ormond
Jennifer Ormond is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in York, PA, with 25 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
235 St. Charles Way, Suite 100, York, PA, 17402
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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
Jennifer is a board member and committee member for York County Veterans Outreach, a non-profit organization supporting veterans. She dedicates about 10-20% of her time to these activities, which include attending meetings, fundraising, and offering opinions on investments.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Ryan Beck & CO.
Ryan Beck & CO.Broker
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Invesmart Securities, LLCBroker
State Registrations27 states
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