Morgan Stanley
47yrs
Top advisor by experience in New York
33yrs
Jonathan Sopher
Full name on record: Jonathan David Sopher
Financial advisor at Stifel, Nicolaus & Company
Based in New York, New York, Jonathan Sopher is a financial advisor with 33 years of industry experience. Jonathan has been with Stifel, Nicolaus & Company since 2021; before that, Jonathan spent a year at Barclays Capital. Stifel, Nicolaus & Company offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience33 years (since 1993)
How that compares ?Top 9% by experience in New York
Office1095 Avenue Of The Americas 3rd & 4th Floors, New York, NY 10036
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 ?2 states
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- Aug 2014 – Mar 2015Barclays Capital Inc.Previously
Questions to ask Jonathan
Tailored to Jonathan’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 Jonathan
How do I contact Jonathan?
Call Stifel, Nicolaus & Company at (314) 342-2000 and ask for Jonathan Sopher. Jonathan works from the New York, NY office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1993, about 33 years. Top 9% by experience in New York.
What licenses does Jonathan hold?
Series 63. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jonathan paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jonathan 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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