Jeffrey Sturgis, financial advisor Fishers IN

Jeffrey Sturgis

CRD Number: 3180650
Current Firm: Brightstone Advisors LLP

Jeffrey Sturgis (CRD# 3180650) is an Investment Advisor Representative working at Brightstone Advisors LLP in Fishers, IN and has over 21 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.

Similar Advisors
Thomas Hardin, financial advisor Fishers IN
Thomas L. Hardin
CRD# 838414
Canterbury Investment Management, LLC
Similar Advisors
Evan Bedel, financial advisor Fishers IN
Evan D. Bedel
CRD# 5004530
Bedel Financial Consulting Inc.
Similar Advisors
Meredith Carbrey, financial advisor Fishers IN
Meredith L. Carbrey
CRD# 5515511
Bedel Financial Consulting Inc.
Professional Designations
Company Name Location Dates Years
Brightstone Advisors LLP Fishers, IN Sep 2009 - Current 10
Linsco/private Ledger Corp. Fishers, IN Jul 2005 - Current 14
Forum Private Client Group Fishers, IN Jul 2005 - Current 14
Sturgis Cpa Group LLC Fishers, IN Jan 2005 - Current 15
Sturgis Private Client Group LLC Fishers, IN Jan 2005 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 1999
Contact Info for Jeffrey B. Sturgis
Phone Number: 317-576-8544
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    30
    MILLIONS
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $366,776
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

IN

Ready to hire a financial advisor? Get competitive proposals from Jeffrey Sturgis and other advisors.
BADGES
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.