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.

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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
  • Total Number of Accounts
  • Average Account Value
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


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This advisor has a clean track record with regulators.

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