Jeffrey Sturgis (CRD# 3180650) is an Investment Advisor Representative working at Brightstone Advisors LLP in Fishers, IN and has over 25 years of experience in the finance industry. Jeffrey Sturgis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brightstone Advisors LLP | Fishers, IN | Sep 2009 - Current | 14 |
| Forum Private Client Group | Fishers, IN | Jul 2005 - Current | 18 |
| Linsco/private Ledger Corp. | Fishers, IN | Jul 2005 - Current | 18 |
| Sturgis Cpa Group LLC | Fishers, IN | Jan 2005 - Current | 19 |
| Sturgis Private Client Group LLC | Fishers, IN | Jan 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 1999 |
- IN
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Total Assets Under Management43MILLIONS
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Total Number of Accounts79ACCOUNTS
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Average Account Value$544,864
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IN
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