Jeffry H. Stuek

GREEN STREET

Newport Beach, CA 92660

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CRD#: 2608504

Professional summary

Jeffry Harper Stuek JR, who also goes by Jeffry Harpor Stuek Jr, is a registered financial advisor currently at GREEN STREET located in Newport Beach, California.

Jeffry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jeffry has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffry Harpor Stuek Jr

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.

Name: Point B Address: 17065 Camino San Bernardo, Suite 200, San Diego, CA 92127 Nature of the other business: owner of a Technology Industry Association firm called TSIA Investment-related: No Your position: Member, Board of Directors Title: Board Member Your duties: Time is spent reviewing strategy, financial results and providing independent perspective. The start date of your relationship with the other business: 2015 Approximate number of hours per month you devote to the other business: 5 -10 hours a year associated with my role. The number of hours you devote to the other business during securities trading hours: 5 -10 hours a year associated with my role. Company Name: Cornerstone Family Programs Address: 80 Washington St, Morristown, NJ 07960 Nature of the other business: Not-for-profit organization serving in-need children and senior citizens in local community Investment-related: No Your position: Member, Governance Committee Title: Member Your duties: Donating money and I am on the governance committee The start date of your relationship with the other business: 2024 Approximate number of hours per month you devote to the other business: 1-2 hours The number of hours you devote to the other business during securities trading hours: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffry Harper Stuek JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

February 9, 2022 - Present

GREEN STREET

Office #1: 100 Bayview Circle Suite 400, Newport Beach, CA 92660

RIA

CRD#: 172378

Newport Beach, CA

Past

December 7, 1999 - June 12, 2002

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

NEW YORK, NY

Past

October 8, 1996 - August 6, 1997

JBS LIBERTY SECURITIES, INC.

CRD#: 36179

KANNAPOLIS, NC

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/9/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/7/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/13/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/6/1999

General Securities Representative Examination

Current Firm

GREEN STREET

GREEN STREET | GREEN STREET RESEARCH, LLC | GREEN STREET ADVISORS, LLC

CRD#: 172378 / SEC#: 801-80137

RIA

Registered Investment Advisory firm - (3/1/2022 Terminated)

California

Registered Investment Advisory firm - (2/28/2022 Approved)

Texas

Registered Investment Advisory firm - (5/16/2022 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

100 Bayview Circle Suite 400, Newport Beach, CA 92660

Mailing Address

Phone number

(949) 640-8780

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

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.

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Jeffry H. Stuek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffry Harper Stuek JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREEN STREET

BANC OF AMERICA SECURITIES LLC

JBS LIBERTY SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/7/2022

Series 63

Date: 12/13/1999

Series 7

Date: 12/6/1999

Current Firm

GREEN STREET

Contact information

Documents

Red Flags

Company Information

GREEN STREET

TRUST BUT VERIFY

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