Jonathan Stirling (CRD# 5718105) is an Investment Advisor Representative working at Spence Asset Management in Denver, CO and has over 5 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Spence Asset Management | Las Cruces, NM | Mar 2021 - Current | 3 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | May 2019 - Feb 2021 | 1 |
Michael Kuhn | Englewood, CO | May 2018 - Feb 2021 | 2 |
Northwestern Mutual Investment Services LLC | Englewood, CO | May 2018 - Feb 2021 | 2 |
Unemployed | Chicago, IL | Jan 2018 - Mar 2018 | < 1 |
Option One | Northbrook, IL | Apr 2011 - Jan 2018 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2019 |
S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- CO
-
Total Assets Under Management621MILLIONS
-
Total Number of Accounts1,831ACCOUNTS
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Average Account Value$339,205
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, MD, MI, NM, NY, TX, WA
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