Jay Stibbe

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/2013 → 11/2023
  Wells Fargo Advisors Financial Network, Llc
  Fargo, ND
• 11/2023 → Present
  Commonwealth Financial Network
  San Diego, CA
• 11/2023 → Present
  Northstar Financial Group, Llc
  Fargo, ND

Previous Registrations

• 2013-12-09 → 2023-11-15
  Wells Fargo Advisors Financial Network, Llc
  West Fargo, ND
• 2005-10-27 → 2013-12-19
  Rbc Capital Markets, Llc
  Fargo, ND
  Fargo, ND

Other Businesses

1. Owner, Jay P Stibbe Irrevocable Trust, an entity created for the purpose of managing farmland in Hunter Township, Cass County, Hunter ND, as of 03/08/2012; 0% of time spent during business hours; Not Conducted at branch; Investment related. 2. Co-Owner, Cave Dwellers, LLC, an entity created for the purpose of buying and managing commercial real estate at 3250 Oak Ridge Loop E, West Fargo, ND 58078, as of 11/26/2018; 0% of time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner, NorthStar Financial Group, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 12/13/2013; 1% of time spent during business hours; Conducted at branch; Investment related. 4.Owner, Stibbe, Inc., a private entity established to facilitate securities, advisory, and insurance business; as of 12/13/2013; 90% of time spent during business hours; Conducted at branch; Investment related. 5. Fixed insurance sales; as of 11/14/2023; 0% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2005-10-20
• S63 Uniform Securities Agent State Law Examination
  1995-10-25

Other Names

• Jay Paul Stibbe