UBS Financial Services
47yrs
Top 1% by experience in Nashville
14yrs
Janeen E Gregory
Financial advisor at Stifel, Nicolaus &
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 50% of advisors in Nashville
Office3102 West END Avenue Suite 700, Nashville, TN 37203
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states
Services through Stifel, Nicolaus &
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.
Uniform Combined State Law Examination
Career
- 2012 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
Questions to ask Janeen
Tailored to Janeen’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Janeen
How do I contact Janeen?
Call Stifel, Nicolaus & at 314-342-2000 and ask for Janeen E Gregory. Janeen works from the Nashville, TN office.
How long has Janeen been a financial advisor?
Janeen has been in the industry since 2012, about 14 years. More experience than 50% of advisors in Nashville.
What licenses does Janeen hold?
Series 66. Tap any license on this page to see what it allows.
Is Janeen a fiduciary?
Janeen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Janeen paid?
Stifel, Nicolaus & reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Janeen for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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