M Holdings Securities
43yrs
Top advisor by experience in Waterloo
34yrs
Jonathan Larson
Full name on record: Jonathan Scott Larson
Financial advisor at Stifel, Nicolaus & Company
Jonathan Larson has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Waterloo, Iowa. After three years at UBS Financial Services and seven years at Piper Sandler & Co., Jonathan joined Stifel, Nicolaus & Company in 2009, a firm offering financial planning, investment management, and private fund management. Stifel, Nicolaus & Company reports being paid through a percentage of assets, flat fees, and commissions.
One of 82 advisors with offices in Waterloo, and one of 74 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 10% by experience in Iowa
Office173 W Fourth St, Waterloo, IA 50701
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.
Career
- 2009 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2006 – 2009UBS Financial Services Inc.Previously
- 1999 – 2006Piper Sandler & Co.Previously
Contact Jonathan
Local office(319) 233-3400Ask for Jonathan. (314) 342-2000Main office · St. Louis, MO 173 W Fourth StWaterloo, IA 50701Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Jonathan’s local office at (319) 233-3400 or the Stifel, Nicolaus & Company main office at (314) 342-2000, and ask for Jonathan Larson.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1992, about 34 years. Top 10% by experience in Iowa.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
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.
Other advisors nearby
Tuve Investment Management
43yrs
Top 2% by experience in Waterloo
LPL Financial
42yrs
Top 2% by experience in Iowa
LPL Financial
42yrs
Top 3% by experience in Iowa
Stifel, Nicolaus & Company
41yrs
Top 3% by experience in Iowa
Osaic Wealth
39yrs
Top 5% by experience in Iowa