Jeffrey Edward Stuermer

Current Employers

Peregrine Asset Advisers, Inc.

9755 Sw Barnes Rd Suite 610, Portland, OR 97225 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2023-08-03
CO	RA	APPROVED	2023-08-02
NY	RA	APPROVED	2023-08-02
OR	RA	APPROVED	2023-08-02
CA	RA	APPROVED	2023-07-10
TX	RA	APPROVED_RES	2023-07-10

WA RA
APPROVED

Since 2023-08-03
CO RA
APPROVED

Since 2023-08-02
NY RA
APPROVED

Since 2023-08-02
OR RA
APPROVED

Since 2023-08-02
CA RA
APPROVED

Since 2023-07-10
TX RA
APPROVED_RES

Since 2023-07-10

Branch Locations

15 Sw Colorado Ave, Suite 4, Bend, OR 97702 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Northline Wealth Management Llc.	Bend	OR	09/2009	Present
Mutual Securities, Inc.	Camarillo	CA	10/2014	11/2019

09/2009 → Present

Northline Wealth Management Llc.

Bend, OR
10/2014 → 11/2019

Mutual Securities, Inc.

Camarillo, CA

Previous Registrations

2009-09-25 → 2023-09-27

Northline Wealth Management Llc

Bend, OR
2001-01-19 → 2009-10-07

Ubs Financial Services Inc.

Bend, OR

Bend, OR

Other Businesses

1. ROSE ALLEN RANCH, LLC, START DATE: 01/13, 18837 COUCH MKT ROAD, BEND, OR, 97701, HAY & CATTLE RANCH, MANAGING MEMBER/OWNER, NOT INVESTMENT RELATED, 10 HOURS PER MONTH, .5 HOURS PER DAY DURING TRADING HOURS. 2. PLATEAU CAPITAL PARTNERS, LLC, START DATE: 04/01/18, 15 SW COLORADO AVENUE, SUITE 4, BEND, OR 97702, FARM EQUIPMENT FINANCING, GENERAL PARTNER, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-10-07
S63	Uniform Securities Agent State Law Examination	1994-09-21

S65 Uniform Investment Adviser Law Examination

1994-10-07
S63 Uniform Securities Agent State Law Examination

1994-09-21

Other Names

Jeffrey E Stuermer

View on SEC IAPD