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Jerry B

Series 63, Series 66

Corpus Christi, TX

STIFEL

Jerry Browning Jr. is a financial advisor at Stifel with 24 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he serves as a member of the City of Portland Texas Planning & Zoning Commission. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

General retirement planning Income planning
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Samuel C

CFP®, Series 66

Corpus Christi, TX

STIFEL

Samuel Clark is a CFP® with eight years of industry experience, currently affiliated with Stifel in Corpus Christi, TX, where he has worked since 2013. He holds the Series 66 license and serves as an Alumni Recruitment Advisor for the Texas Rho chapter of Phi Delta Theta, focusing on alumni engagement and recruitment. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipal entities. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

General retirement planning Income planning
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Amon C

CFP®, Series 63

Corpus Christi, TX

STIFEL

Amon Clark Jr. is a CFP® professional with 43 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2009. He holds a Series 63 license and is based in Corpus Christi, TX. 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.

General retirement planning Income planning
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