James Mitchell Lane
Financial advisor at Stifel, Nicolaus & Company, Incorporated · Daytona Beach, FL
Last updated 2026-10-10
Claim your profileJames Mitchell Lane is a financial advisor at Stifel, Nicolaus & Company, Incorporated in Daytona Beach, FL, CRD 7655237. Licenses and exams on the registration: Series 66. First registered 2023-01-10.
Registration
- CRD number
- 7655237
- Registration status
- Active
- First registered
- 2023-01-10
- Years of experience
- 13
- States registered
- FL, TX
Licenses and exams
- Series 66
Work history
- 2020-08 to 2022-10 · Brooks Rehabilitation · Port Orange, FL
- 2017-08 to 2020-07 · Duke University · Durham, NC
- 2013-08 to 2017-08 · Stetson University · Deland, FL
- 2022-10 to Present · Stifel, Nicolaus & Company, Incorporated · Daytona Beach, FL
Current employment
- Stifel, Nicolaus & Company, Incorporated · St. Louis, MO
Stifel, Nicolaus & Company, Incorporated
- Regulatory AUM
- $197,532,233,502
- Registered advisors
- 3,362
- Offices
- 674
- Clients per advisor
- 70.3 (Moderate)
- Average AUM per client
- $836.3K (Low)
- High-net-worth client ratio
- 31.2% (Moderate)
Stifel, Nicolaus & Company, Incorporated: advisors, services and reported ETF investments
What this firm offers
Filed by Stifel, Nicolaus & Company, Incorporated on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Registered Municipal Advisor
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
Cornerstone Office Park, Daytona Beach, FL 32117
11 advisors at this office.
Contact
The firm's filed contact details.
Official record
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