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John S

Series 66

Bend, OR

STIFEL

John Salmon is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and has worked previously at Vacasa, Fortegra, and Fundy Software Inc. prior to joining Stifel in 2024. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning
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Jason F

Series 66

Bend, OR

STIFEL

Jason Fleck is a financial advisor with Stifel in Bend, Oregon, holding a Series 66 designation and having 20 years of industry experience. He previously worked at UBS Financial Services Inc. for eight years before joining Stifel Nicolaus & Co. Inc. in 2019. Outside of his advisory role, Fleck manages a personal hobby ranch and farm where he raises cattle and grows vegetables. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analysis and allocation guidance to support client decision-making.

General retirement planning Income planning
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Kerry S

Series 63, Series 66

Bend, OR

STIFEL

Kerry Snook is a financial advisor with Stifel in Bend, Oregon, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His career includes roles at UBS Financial Services, D.A. Davidson & Co., and Wells Fargo Investments before joining Stifel in 2019. He is also a commissioned notary for the State of Oregon. Stifel serves a diverse clientele including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

General retirement planning Income planning
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James S

Series 63, Series 65

Bend, OR

STIFEL

James Salmon is a financial advisor with Stifel in Bend, Oregon, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides customized, fee-based financial planning and works with a range of clients from high net worth individuals to municipal entities.

General retirement planning Income planning
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