J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
32yrs
Christopher Inglis
Full name on record: Christopher William Inglis
Financial advisor at Stifel, Nicolaus & Company
Christopher Inglis has worked in the financial industry for 32 years and is a fiduciary financial advisor based in San Francisco, California. Christopher has been with Stifel, Nicolaus & Company since 2023; before that, Christopher spent 16 years at UBS Financial Services and six years at A. G. Edwards & Sons. Christopher holds the CFP® designation.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience32 years (since 1995)
How that compares ?Top 12% by experience in San Francisco
OfficeOne Montgomery Street Suites 3300, 3500, 3600, & 3700, San Francisco, CA 94104
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?1 state
Services through Stifel, Nicolaus & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2007 – 2023UBS Financial Services Inc.Previously
- 2001 – 2007A. G. Edwards & Sons, Inc.Previously
Contact Christopher
(314) 342-2000Firm headquarters in St. Louis, MO. Ask for Christopher. One Montgomery Street Suites 3300, 3500, 3600, & 3700San Francisco, CA 94104Office · Get directions
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Christopher
How do I contact Christopher?
Call Stifel, Nicolaus & Company at (314) 342-2000 and ask for Christopher Inglis. Christopher works from the San Francisco, CA office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 1995, about 32 years. Top 12% by experience in San Francisco.
What licenses does Christopher hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Christopher for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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