Jon Randall
Jon Randall is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Southfield, MI, with 20 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
One Northwestern Plaza, 28411 Northwestern Highway, Southfield, MI, 48034
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2017Other 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
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
State Registrations20 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.