Merrill
47yrs
Top advisor by experience in Wayzata
32yrs
Jonathan Hess
Full name on record: Jonathan Blake Hess
Financial advisor at Stifel, Nicolaus & Company
Jonathan Hess has worked in the financial industry for 32 years and is a fiduciary financial advisor based in Wayzata, Minnesota. After nine years at Wells Fargo Advisors, Jonathan joined Stifel, Nicolaus & Company in 2022, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 467 advisors with offices in Wayzata, and one of 436 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 12% by experience in Minnesota
Office701 East Lake Street, Wayzata, MN 55391
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
- 2022 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- 2014 – 2022Wells Fargo Clearing Services, LLCPreviously
Contact Jonathan
Local office(952) 473-6010Ask for Jonathan. (314) 342-2000Main office · St. Louis, MO 701 East Lake StreetWayzata, MN 55391Office · Get directions
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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 Jonathan’s local office at (952) 473-6010 or the Stifel, Nicolaus & Company main office at (314) 342-2000, and ask for Jonathan Hess.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1994, about 32 years. Top 12% by experience in Minnesota.
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.
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