Stifel, Nicolaus & Company
36yrs
Top advisor by experience in Bethlehem Township
27yrs
Based in Bethlehem Township, Pennsylvania, Joan Markus is a fiduciary financial advisor with 27 years of industry experience. Joan has been with Stifel, Nicolaus & Company since 2018. Stifel, Nicolaus & Company offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and commissions.
One of 5 advisors with offices in Bethlehem Township, and one of 5 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 22% by experience nationwide
Office3101 Emrick Blvd 2nd Floor, Bethlehem Township, PA 18020
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
Questions to ask Joan
Tailored to Joan’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 Joan
How do I contact Joan?
Call Stifel, Nicolaus & Company at 314-342-2000 and ask for Joan Markus. Joan works from the Bethlehem Township, PA office.
How long has Joan been a financial advisor?
Joan has been in the industry since 1999, about 27 years. Top 22% by experience nationwide.
What licenses does Joan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Joan a fiduciary?
Joan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joan paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Joan 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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