Jeffrey B Sturgis

Current Employers

Employment History

• 07/2005 → Present
  Linsco/Private Ledger Corp.
  Fishers, IN
• 07/2005 → Present
  Forum Private Client Group
  Fishers, IN
• 01/2005 → Present
  Sturgis Cpa Group Llc
  Fishers, IN
• 01/2005 → Present
  Sturgis Private Client Group Llc
  Fishers, IN
• 09/2009 → Present
  Brightstone Advisors Llp
  Fishers, IN

Previous Registrations

• 2007-05-21 → 2010-04-01
  Forum Private Client Group
  Fishers, IN
• 2005-08-30 → 2009-04-01
  Lpl Financial Llc
  Fishers, IN
  Fishers, IN
• 2005-01-20 → 2006-06-06
  Sturgis Collins Financial Group Llp
  Fishers, IN

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-01-08

Designations