1890 The Year We Were Founded
and we're still going strong.
James Financial Group of Stifel
Our Approach
With more than 60 years of investment industry experience, the James Financial Group intends to grow by tirelessly continuing its effort to provide superior, personalized wealth management strategies for high-net-worth individuals. We have a reputation for integrity, financial services experience, and pursuit of top-tier client satisfaction resulting in new client referrals. We strive to be recognized by our clients as the standard of excellence for investment planning and wealth management strategies.
James E. Dzikowski
Senior Vice President/Investments
Liliana Lopez
Senior Registered Client Service Associate
Planning Your Financial Future
Starts Today.
We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible plan is essential to providing an outstanding and relevant level of service to each and every client we serve.
Let's Start Planning
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Stifel
By the Numbers
Put simply, Stifel is a growth company. Since our founding in 1890, Stifel has grown to become one of the nation’s largest wealth management firms, ranking No. 7 in terms of number of financial advisors.
Learn More About Stifel2,300 Financial Advisors
Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.
As of December 31, 2024.
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Sight|Lines VideoSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.
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- Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
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