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JM

Jorn-Erik Madsen

Investment Adviser Representative at Stifel Independent Advisors, LLC

Oswego, ILCRD #7091319Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jorn-Erik Madsen is an investment adviser representative in Oswego, IL, currently registered with Stifel Independent Advisors, LLC and Equitable Advisors, LLC. They have worked in the securities industry since 2019 and have been registered with 4 firms, including Mutual of Omaha Investor Services, Inc. and Edward Jones. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Illinois.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Illinois
Broker:
51 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/1/2019
Series 7
General Securities Representative Examination
Passed 5/24/2019
SIE
Securities Industry Essentials Examination
Passed 5/1/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Stifel Independent Advisors, LLCCurrent
5/14/2026 – Oswego, IL
Equitable Advisors, LLCCurrent
2/24/2023 – Oswego, IL
Mutual OF Omaha Investor Services, Inc.
5/6/2021 – 3/24/2023Oak Brook, IL
Edward Jones
8/2/2019 – 2/4/2021Downers Grove, IL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Edward Jones
    Apr 2019 – Feb 2021St Louis, MO
  2. Transworld Systems, Inc.
    Oct 1996 – Apr 2019Lake Forest, IL
  3. Ailco
    May 2018 – Dec 2018Waukesha, WI
  4. Accord
    Feb 2017 – Jun 2018Oak Brook, IL
  5. Mutual of Omaha Insurance Company
    Apr 2021 – Feb 2023Oak Brokk, IL
  6. Mutual of Omaha Investor Services
    Apr 2021 – Feb 2023Oak Brook, IL
  7. Equitable Advisors, LLC
    Feb 2023 – no end date reportedNew York, NY
  8. Equitable
    Jun 2025 – no end date reportedOswego, IL
  9. Stifel Independent Advisors, LLC
    May 2026 – no end date reportedOswego, IL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Stifel Independent Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
80
Offices listed on AdvisorFinder:
24
Main office:
St Louis, MO
SEC file number:
801-43561

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 3, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jorn-Erik Madsen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jorn-Erik Madsen (Stifel Independent Advisors)