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Advisors / Ohio / Zanesville
33yrs

John Mcallister

Financial advisor at Stifel, Nicolaus & Company

John Mcallister is a fiduciary financial advisor in Zanesville, Ohio, with 33 years in the industry. John joined Stifel, Nicolaus & Company in 2014, after seven years at Merrill and six years at A. G. Edwards & Sons. 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 57 advisors with offices in Zanesville, and one of 49 fiduciaries.

Zanesville, OH 43701Top 5% by experience in ZanesvilleFiduciary advisor
Call the officeDirections

At a glance

Experience33 years (since 1994)
How that compares ?Top 5% by experience in Zanesville
Office1099 Colony Drive, Zanesville, OH 43701
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2014 – now
  2. 2007 – 2014
    MerrillPreviously
  3. 2001 – 2007
    A. G. Edwards & Sons, Inc.Previously

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About John

How do I contact John?

Call John’s local office at (740) 588-4600 or the Stifel, Nicolaus & Company main office at (314) 342-2000, and ask for John Mcallister.

How long has John been a financial advisor?

John has been in the industry since 1994, about 33 years. Top 5% by experience in Zanesville.

What licenses does John hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask John 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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