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 18 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 4, Registered Options Principal
- Series 7, General Securities Representative
- Series 9 & 10, General Securities Sales Supervisor
- Series 24, General Securities 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 worked 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 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Life, Health, and Variable Insurance (including annuities)
- CERTIFIED FINANCIAL PLANNER® Certification
- Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA)
- 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 McCoy’s mission is simple: to positively impact families through the potential power of investing. As a native San Diegan, he’s proud to serve the North County San Diego community he grew up in—where he spent summers on local beaches and developed his love for baseball. Raised in a household that valued investing in education, health, and family, Nick became a lifelong learner. After earning his MBA from USC and starting a family of his own, he saw firsthand how smart financial decisions can create lasting opportunities. Today, holding the CERTIFIED FINANCIAL PLANNER® certification, Nick is honored to help others build wealth and navigate life’s financial transitions with clarity and purpose.