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Jon Randall

Stifel, Nicolaus & Company, Incorporated
21 Years of Experience
Southfield, MI
1 DisclosureBroker
View SEC Summary
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Jon Randall is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Southfield, MI, with 21 years of industry experience. Jon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 236,191 clients with $200B in assets under management.

Stifel, Nicolaus & Company, Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3355 advisors
Number of Clients
236,191 clients
Average Client Portfolio
$836K average
Assets Under Management
$197.5B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee rate for the Summit Program is up to 1.00% of assets under management. Other programs have separate fee schedules detailed in respective program brochures. Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One Northwestern Plaza, 28411 Northwestern Highway, Southfield, MI, 48034

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2017
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jon is involved in several outside activities, including serving on the City of Royal Oak's Historic Preservation Rehabilitation Board of Appeals, the Detroit Cristo Rey School's Development Committee, and committees at the Detroit Athletic Club. He also dedicates a few hours per week to the Feldman Automotive Children's Miracle Celebrity Invitational Committee, helping to raise funds for the Children's Miracle Network and Mark Wahlberg Foundation.

Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
January 2018 - Present · 8 yrs 9 mos
Stifel, Nicolaus & Company, IncorporatedBroker
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Morgan Stanley
October 2010 - January 2018 · 7 yrs 3 mos
Morgan StanleyBroker
June 2009 - January 2018 · 8 yrs 7 mos
Citigroup Global Markets INC.Broker
July 2005 - June 2009 · 3 yrs 11 mos
State Registrations21 states
AZCACODEFLGAHIILMAMDMIMOMTNCNMNYOHPASDVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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