Jeff Howard

Best-in-State · rank 76 · Mobile, Alabama · listed firm: Stifel

Identity & firm

Firm — Stifel, Nicolaus & Company, Incorporated (high)
- “Stifel, Nicolaus & Company, Incorporated (CRD# 793)” — sec_finra_regulatory
Parent company — Stifel Financial Corp. (high)
- “Wholly-owned subsidiary of Stifel Financial Corp., which conducts business through multiple subsidiaries including Stifel, Nicolaus & Company, Incorporated” — sec_finra_regulatory
Firm type — wirehouse (high)
- “Full-service, fee-based, independent broker-dealer and registered investment adviser (RIA)” — sec_finra_regulatory
Team name — gap: not_public
Team size — gap: not_public
CRD — 1416918 (high)
- “CRD Number: 1416918” — sec_finra_regulatory
Years experience — 38 (high)
- “Years of Experience: 38+ years in the finance industry. Career Start: 1985” — sec_finra_regulatory
Designations — CFP, CIMA, AIF (high)
- “Professional Credentials: AIF® (Accredited Investment Fiduciary), CIMA® (Certified Investment Management Analyst), CFP® (Certified Financial Planner)” — sec_finra_regulatory

Team AUM ($M) — 780 (high)
- “Team Assets (Custodied): $780M” — forbes_shook
Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
Typical client net worth ($M) — 15 (high)
- “Typical Net Worth of Relationships: $500K-30M” — forbes_shook
Client niche — generalist (medium)
- “believes in doing business face to face and wants to understand clients' unique financial objectives so that he can develop a strategy specific to their needs and long-term financial goals” — firm_official
Custodians — not_applicable (high)
- “Stifel, Nicolaus & Company, Incorporated is a registered broker-dealer (FINRA member) and RIA subsidiary; clients are custodied at the firm itself rather than through external custodians” — sec_finra_regulatory
Fee model — fee_plus_commission (medium)
- “Full-service, fee-based, independent broker-dealer and registered investment adviser (RIA)” — sec_finra_regulatory

Website url — https://www.stifel.com/fa/jeffery-howard-aif (high)
- “Professional profile page for Jeffery Howard at Stifel” — firm_official
Value proposition (verbatim) — believes in doing business face to face and wants to understand clients' unique financial objectives so that he can develop a strategy specific to their needs and long-term financial goals (high)
- “believes in doing business face to face and wants to understand clients' unique financial objectives so that he can develop a strategy specific to their needs and long-term financial goals” — firm_official
Differentiators — Face-to-face personalized wealth management, 38+ years experience in financial advisory, CFP, CIMA, and AIF designations (medium)
- “believes in doing business face to face” — firm_official
Content marketing — gap: not_found_after_search
Has podcast — gap: not_found_after_search
Books published — gap: not_found_after_search
Linkedin url — https://www.linkedin.com/in/jeff-howard-09784124/ (high)
- “LinkedIn URL: https://www.linkedin.com/in/jeff-howard-09784124/” — social_or_third_party_db
Social presence — linkedin_active (medium)
- “LinkedIn profile with 173 connections” — social_or_third_party_db
Press awards — Forbes Best-In-State Wealth Advisors 2026 (Rank #76, Alabama) (high)
- “Forbes 2026 Best-In-State Wealth Advisors List, State: Alabama, Rank: #76” — professional_press

Has distinct logo — no (high)
- “Jeff Howard's Stifel profile uses the corporate Stifel logo; no distinct personal or team logo observed” — firm_official
Logo url — https://www.stifel.com/content/dam/stifel-redesign/logo/stifel-logo-primary.svg (high)
- “Stifel corporate logo used on all advisor profiles, including Jeff Howard's professional page” — firm_official
Visual brand notes — Stifel corporate branding: navy-and-white sans-serif wordmark, professional financial services aesthetic. No distinct team visual identity. (high)
- “Stifel corporate logo and branding throughout advisor profiles” — firm_official