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James Francis Rowan

STIFEL INDEPENDENT ADVISORS, LLC·ST LOUIS, Missouri
Unclaimed Profile
501 N BROADWAY, ST LOUIS, MO 63102CRD# 1976998Firm CRD# 28218
01

About

James Francis Rowan is a registered financial advisor based in ST LOUIS, Missouri, affiliated with STIFEL INDEPENDENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
STIFEL INDEPENDENT ADVISORS, LLC
STIFEL INDEPENDENT ADVISORS, LLC
AUM
$3.6B
Regulatory assets under management
Employees
190
Total firm employees
View all advisors at STIFEL INDEPENDENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1976998
Firm CRD# 28218
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Francis Rowan offer?
James Francis Rowan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST LOUIS, Missouri for a consultation.
What are James Francis Rowan's credentials?
James Francis Rowan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Francis Rowan located?
James Francis Rowan is based in ST LOUIS, Missouri, working with STIFEL INDEPENDENT ADVISORS, LLC. Their office serves clients in the ST LOUIS metropolitan area and surrounding communities.
How does James Francis Rowan charge for services?
James Francis Rowan's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STIFEL INDEPENDENT ADVISORS, LLC?
STIFEL INDEPENDENT ADVISORS, LLC has approximately 190 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STIFEL INDEPENDENT ADVISORS, LLC

Douglas Wayne Noll
ST LOUIS, MO
James Mark Zemlyak
ST LOUIS, MO
Ronald James Kruszewski
ST LOUIS, MO
Allen Cor Brautigam
ST LOUIS, MO
Janelle Andrea Conley
ST LOUIS, MO
Geoffrey Clyde Jr Bright
ST LOUIS, MO

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)MANCHESTER (37)COLUMBIA (31)JEFFERSON CITY (19)ST. PETERS (16)LEE'S SUMMIT (10)
City Guides
KANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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