About Me
Jeff began his financial services career in 1985 with PaineWebber and built a primarily client-based practice over the years at various firms, including having his own broker-dealer in the late 1980s. He moved his practice to A.G. Edwards in 1991, where he ran several branches in Southern California for nearly 20 years. Having been a Branch Manager with Stifel since 2009, Jeff has hired and grown two separate offices with more than 35 associates in San Diego County, where he adopted a popular Stifel slogan, “Here we grow again!” Jeff believes Stifel is the best kept secret on Wall Street, where the client and financial advisor are put first.
In 2022, The McCoy Investment Group was formed with Nick, Jeff’s eldest son. Stay tuned as the team grows!
Fun Fact: Prior to becoming a financial advisor, Jeff worked for the IRS Criminal Investigation division.
Education
- Bachelor of Science in Business Administration, Accounting, San Diego State University
Licenses
- Series 3, Registered Commodity Representative
- Series 4, Registered Options Principal
- Series 7, General Securities Representative
- Series 8, General Securities Sales Supervisor
- Series 24, General Securities Principal
- Series 27, Financial and Operations Principal
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Life, Health, and Variable Insurance (including annuities)
Outside Interests
- College and professional baseball
- Golf
- Grandkids
About Me
Who is Nick McCoy?
Who is Nick McCoy | The McCoy Investment Group from Stifel on Vimeo.
Nick began his financial services career with Stifel in 2021. Having played Division 1 baseball collegiately at University of San Diego, professionally for the New York Yankees, and working for the Los Angeles Angels, he’s comfortable in high-pressure, high-performance environments. Prior to partnering with Jeff, he also worked in supply chain and logistics for Dot Foods.Education
- Master of Business Administration, Marshall School of Business, University of Southern California
- Bachelor of Business Administration, University of San Diego
- Series 7, General Securities Representative
- Series 66, Investment Advisor Representative
- Life, Health, and Variable Insurance (including annuities)
- Soldiers to Sidelines – Provides a renewed sense of purpose for veterans, service members, and MilSpouses (military spouses) to become character-based coaches who serve their communities
Nick’s why is simple: to positively impact people and their families through the power of investing. As a native San Diegan, he is grateful to rediscover his roots and serve the community he grew up in. These are the beaches he spent summers going to, and the baseball fields he played on and developed his love for the game. He had the good fortune of growing up in a household that invested. In education, in companies, in their health, and their family. He is a lifelong learner, and after attending the USC Marshall School of Business and starting a family of his own, he realized the power of investing and the opportunities it can and has created for himself and his own family. He is humbled and grateful to serve the San Diego community, which he grew up in.