1890 The Year We Were Founded
and we're still going strong.
Planning Your Financial Future
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We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible financial plan is essential to providing an outstanding and relevant level of service to each and every client we serve.
Let's Start PlanningAbout Me
Noah Jacobson
Noah began his investment industry career in 1993 and joined Stifel in 2023. Before following in his father’s footsteps and beginning his career as a financial advisor, he worked as a ski patrolman and wilderness emergency medical technician in Colorado. Noah believes the most important thing when working with clients is establishing a well-crafted plan through a highly personalized approach. He builds these plans by gathering essential data from clients and identifying long-term risk mitigation and growth strategies. Noah seeks to help his clients understand the power of value, dividends, and compound interest. He wants his clients to understand the importance of investing early and having patience.
Noah earned a Bachelor of Arts degree from New England College and holds Series 7, 63, and 66 securities licenses, as well as life, health, and variable insurance licenses. He is the proud father of three amazing daughters, Chloe, Mia, and Keira.
Noah earned a Bachelor of Arts degree from New England College and holds Series 7, 63, and 66 securities licenses, as well as life, health, and variable insurance licenses. He is the proud father of three amazing daughters, Chloe, Mia, and Keira.
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Stifel
By the Numbers
Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.
Learn More About Stifel2,300 Financial Advisors
Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.
As of December 31, 2023.
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Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
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Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
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Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
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Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
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Sight|Lines VideoSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.
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- Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video
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