James Marshall Steinmetz is an investment adviser representative (IAR) with state registration records since 2025, appearing at 2 firms. Currently registered with STIFEL, NICOLAUS & COMPANY, INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | 2025-10-28 | present | Yes |
| EQUITABLE ADVISORS, LLC | 2025-03-14 | 2025-09-25 | — |