Jeffrey B. Sturgis

BRIGHTSTONE ADVISORS LLP

Fishers, IN 46038-3100

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CRD#: 3180650

Professional summary

Jeffrey B Sturgis, CFP® is a registered financial advisor currently at BRIGHTSTONE ADVISORS LLP located in Fishers, Indiana.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jeffrey has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

100% Equity Owner of Brightstone CPA's LLP. This business is not investment-related. The address of the business is 11650 Lantern Road, Suite 207, Fishers, IN 46038 This business is a public accounting practice. Brightstone CPA's LLP was originally established as Sturgis & Collins LLP on April 12, 1999. The name was subsequently changed to Brightstone CPA's LLP. Roughly 80 hours per month are devoted to Brightstone CPA's LLP. Roughly 3 of the 6 1/2 trading hours per day are devoted to Brightstone CPA's LLP. As managing partner, my duties are to supervise the work of the staff accountants, handle all administrative details, maintain relationships with clients and develop relationships with prospects.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey B Sturgis's 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®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

September 9, 2010 - Present

BRIGHTSTONE ADVISORS LLP

Office #1: 11650 Lantern Road, Suite 210, Fishers, IN 46038-3100

RIA

CRD#: 150936

Fishers, IN

Past

May 21, 2007 - April 1, 2010

FORUM PRIVATE CLIENT GROUP

RIA

CRD#: 143075

FISHERS, IN

Past

August 30, 2005 - April 1, 2009

LPL FINANCIAL LLC

RIA

CRD#: 6413

FISHERS, IN

Past

January 20, 2005 - June 6, 2006

STURGIS COLLINS FINANCIAL GROUP LLP

RIA

CRD#: 122385

FISHERS, IN

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

Indiana
(9/9/2010)

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: 1/8/1999

Uniform Investment Adviser Law Examination

Current Firm

BRIGHTSTONE ADVISORS LLP

BRIGHTSTONE ADVISORS LLP | STURGIS PRIVATE CLIENT GROUP LLP | BRIGHTSTONE CPA'S LLP

CRD#: 150936 / SEC#:

Indiana

Registered Investment Advisory firm - (8/4/2009 Approved)

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Contact information

Main Address

11650 Lantern Road, Suite 210, Fishers, IN 46038-3100

Mailing Address

Phone number

(317) 576-8544

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	79
AUM (Assets Under Management)	$ 46,719,939

Red Flags

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

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Jeffrey B. Sturgis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey B Sturgis's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIGHTSTONE ADVISORS LLP

FORUM PRIVATE CLIENT GROUP

LPL FINANCIAL LLC

STURGIS COLLINS FINANCIAL GROUP LLP

State Registrations and Notice Filings

Exams

Series 65

Date: 1/8/1999

Current Firm

BRIGHTSTONE ADVISORS LLP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRIGHTSTONE ADVISORS LLP

TRUST BUT VERIFY

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