AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JS

Jennifer A. Sturak

Some features on this profile are disabled
CRD#: 2525492
JS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jennifer Ann Sturak, who also goes by Jennifer Ann Juersivich, Jennifer A Juersivich, was a registered financial professional .

Jennifer is a previously registered financial professional and started their career in finance in 1997. Jennifer had worked at 5 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 55, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jennifer Ann Juersivich | Jennifer A Juersivich

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I am currently licensed as South Carolina Resident for Major Lines, Accident & Health, Life, Variable and Ohio Non Resident Major Lines, Accident & Health, Life, Variable. I currently am not listed as an agent for any specific carrier (but expect to be going forward).

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 28, 2023 - September 30, 2024

ROSEPOINT INVESTMENTS, LLC

RIA
CRD#: 325952
CHARLESTON, SC
Past

September 11, 2015 - February 8, 2019

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
CLEVELAND, OH
Past

August 18, 2015 - February 8, 2019

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CLEVELAND, OH
Past

June 1, 2015 - August 7, 2015

FRONTIER SOLUTIONS, LLC

BD
CRD#: 136102
RICHMOND, VA
Past

February 4, 2015 - February 10, 2015

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
San Diego, CA
Past

December 16, 2005 - April 9, 2009

CHRISTOPHER WEIL & COMPANY, INC.

RIA
CRD#: 22090
SAN DIEGO, CA
Past

April 18, 1997 - April 9, 2009

CHRISTOPHER WEIL & COMPANY, INC.

BD
CRD#: 22090
SAN DIEGO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/9/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/11/2015
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 3/24/2000
Limited Representative-Equity Trader Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/17/1997
General Securities Principal Examination

Current Firm


RI
ROSEPOINT INVESTMENTS, LLC
ROSEPOINT INVESTMENTS, LLC

CRD#: 325952 / SEC#:

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Charleston, SC
Mailing Address
Phone number
(843) 730-2199
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts4
AUM (Assets Under Management)$ 480,771

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ROSEPOINT INVESTMENTS, LLC

CRD#: 325952

TRUST BUT VERIFY

Monitor Jennifer Sturak

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics