Jason Rudolph
Jason Rudolph is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in San Diego, CA, with 22 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
16870 West Bernardo Drive, Suite 150, San Diego, CA, 92127
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Regulatory History (1)
Customer Dispute
November 2022Other Business Activities
Jason is a part owner of commercial real estate property since 2005, spending minimal time on tenant and property management. He also co-owns and operates a vending machine business with his wife, dedicating a few hours per week to it.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations28 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.