Merrill
46yrs
Top advisor by experience in York
25yrs
Jennifer Ormond
Full name on record: Jennifer Lee Ormond
Financial advisor at Stifel, Nicolaus & Company
Jennifer Ormond has worked in the financial industry for 25 years and is a fiduciary financial advisor based in York, Pennsylvania. After a year at Ryan Beck & Co., Jennifer joined Stifel, Nicolaus & Company in 2007, 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 241 advisors with offices in York, and one of 225 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 71% of advisors nationwide
Office235 St. Charles Way Suite 100, York, PA 17402
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 66Uniform Combined State Law Examination
Career
- 2007 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- Aug 2006 – Jul 2007Ryan Beck & Co.Previously
Contact Jennifer
Local office(717) 741-8900Ask for Jennifer. (314) 342-2000Main office · St. Louis, MO 235 St. Charles Way Suite 100York, PA 17402Office · Get directions
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Questions to ask Jennifer
Tailored to Jennifer’s registration and firm.
- 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 Jennifer
How do I contact Jennifer?
Call Jennifer’s local office at (717) 741-8900 or the Stifel, Nicolaus & Company main office at (314) 342-2000, and ask for Jennifer Ormond.
How long has Jennifer been a financial advisor?
Jennifer has been in the industry since 2001, about 25 years. More experience than 71% of advisors nationwide.
What licenses does Jennifer hold?
Series 66. Tap any license on this page to see what it allows.
Is Jennifer a fiduciary?
Jennifer is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jennifer paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jennifer 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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