Sterling Christen Jack

Employer firm

Colwyn Investments Lc CRD 171858

$61.2M regulatory AUM 210 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → Present
  Colwyn Investments, Lc
  South Jordan, UT

Previous Registrations

• 2011-10-05 → 2014-07-21
  Cl Wealth Management Llc
  Schaumburg, IL
• 2007-10-19 → 2011-09-30
  Workman Securities Corporation
  Eden Prairie, MN
  South Jordan, UT

Other Businesses

1. HISTORIC LDS TOURS INC./ SOUTH JORDAN, UT 84095/ NON INVESTMENT RELATED/ TOUR GUIDE/ 20 HOURS PER YEAR DEVOTED. 2. PROFESSOR/NON INVESTMENT RELATED/TEACH BUSINESS CLASSES/20 HOURS PER YEAR DEVOTED.

Exams

• S66 Uniform Combined State Law Examination
  2007-10-18

Other Names

• Jack Christen Sterling