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

Found email addresses for Jacob Nelson:

Business emails:

n*****j@stifel.com

Found phone for Jacob Nelson:

+1-***-***-1328

A different Jacob Nelson?

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

Always Best Care Senior Services

HR Recruiting Supervisor

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Jake Nelson

Foremost Insurance

Territory Manager

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Other employees at Stifel Financial Corp.

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Company

Position

Mark Melillo

Stifel Financial Corp.

Senior Vice President/Investments - Stifel

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Uthista Vallabhaneni

Stifel Financial Corp.

Financial Systems Analyst

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Ryan Marquardt

Stifel Financial Corp.

Fixed Income Analyst

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Riley Meinke

Stifel Financial Corp.

Incoming Intern @ Stifel

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Andrew Centeno

Stifel Financial Corp.

Public Finance Investment Banking Analyst

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Austin Carpenter

Stifel Financial Corp.

Cyber Security Analyst

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Amanda Mullen

Stifel Financial Corp.

Relationship Manager

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Liza Carterise

Stifel Financial Corp.

CLOUD SECURITY ENGINEER

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Dalton Cook

Stifel Financial Corp.

Registered Client Service Associate - Stifel

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Jessica Gibbs

Stifel Financial Corp.

Client Relationship Manager - Stifel

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