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Advisors / California / Chico
2yrs

Jason Heuton

Financial advisor at Stifel, Nicolaus & Company

Jason Heuton is a fiduciary financial advisor in Chico, California, with 2 years in the industry. Jason joined Stifel, Nicolaus & Company in 2024, 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 145 advisors with offices in Chico, and one of 130 fiduciaries.

Chico, CA 95928Fiduciary advisor

At a glance

Experience2 years (since 2024)
How that compares ?2 years in the industry
Office901 Bruce Road, Chico, CA 95928
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 66Uniform Combined State Law Examination

Career

  1. 2024 – now

Questions to ask Jason

Tailored to Jason’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  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 Jason

How do I contact Jason?

Call Stifel, Nicolaus & Company at (314) 342-2000 and ask for Jason Heuton. Jason works from the Chico, CA office.

How long has Jason been a financial advisor?

Jason has been in the industry since 2024, about 2 years. 2 years in the industry.

What licenses does Jason hold?

Series 66. Tap any license on this page to see what it allows.

Is Jason a fiduciary?

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

How is Jason paid?

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