Jeffrey Scheper
Jeffrey Scheper is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Blue Ash, OH, with 18 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
9999 Carver Road, Blue Ash, OH, 45242
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2019Other Business Activities
Jeffrey owns a vacation rental property since 2020 and dedicates a few hours per week to it. He is also a board member and president of the board for the Anderson Area Chamber of Commerce, spending minimal time on these roles.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations35 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.