Jacob Nelson

Jacob Nelson: Email & Phone Number

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Client Services Associate - Non-Registered at Stifel Financial Corp.|Cape Coral, Florida, United States

Position:

Client Services Associate - Non-Registered at Stifel Financial Corp.

Location:

Cape Coral, Florida, United States

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Last updated: 2026-05-26
Updated: 2026-05-26

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Work Experience 32 years

Client Services Associate - Non-Registered at Stifel Financial Corp.

Feb 2025 - Current

Personal Banker at Wells Fargo

Oct 2024 - Feb 2025

Registered Practice Coordinator at North Star Resource Group

Dec 2023 - May 2024

Risk Specialist at RBC Wealth Management

Oct 2021 - Jun 2023

Operations Manager at RBC Wealth Management

Aug 2013 - Oct 2021

Team Lead at RBC Wealth Management

Dec 2010 - Aug 2013

Senior Associate at RBC Wealth Management

Jul 2007 - Dec 2010

Store Manager at Proex Photo & Portrait/Ritz Camera

Aug 2002 - Jul 2007

Assistant Manager at Proex Photo & Portrait/Ritz Camera

Jan 2000 - Aug 2002

Retail Associate at Proex Photo & Portrait/Ritz Camera

Aug 1997 - Jan 2000

Customer Service Representative at BARRETT MOVING & STORAGE CO

Jan 1999 - Jan 2000

Food Service Worker at McDonald's

Jan 1994 - Aug 1996

Jacob Nelson started working in 1994, then the employee has changed 6 companies and 11 jobs. On average, Jacob Nelson works for one company for 2 years 8 months.

Their professional focus is Customer Service, Employee Training, and Microsoft Office across 3 core areas.

Jacob holds Series 7 certifications and has been awarded Award of Excellence - Annual, Award of Excellence - Quarterly, and Manager of the Year

Education

Associate's degree at Minnesota School of Business

Jacob Nelson Namesakes

Name
Company
Position
Jacob Nelson
Golden Grooming, LLC
Manager/Owner
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Jacob Nelson
HR Recruiting Supervisor
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Jake Nelson
Territory Manager
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Other employees at Stifel Financial Corp.

Name
Company
Position
Mark Melillo
Senior Vice President/Investments - Stifel
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Uthista Vallabhaneni
Financial Systems Analyst
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Ryan Marquardt
Fixed Income Analyst
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Riley Meinke
Incoming Intern @ Stifel
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Andrew Centeno
Public Finance Investment Banking Analyst
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Austin Carpenter
Cyber Security Analyst
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Amanda Mullen
Relationship Manager
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Liza Carterise
CLOUD SECURITY ENGINEER
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Dalton Cook
Registered Client Service Associate - Stifel
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Jessica Gibbs
Client Relationship Manager - Stifel
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