Jonathan Stirling, financial advisor Denver CO

Jonathan Stirling

CRD Number: 5718105
Current Firm: Spence Asset Management

Jonathan Stirling (CRD# 5718105) is an Investment Advisor Representative working at Spence Asset Management in Denver, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Spence Asset Management Las Cruces, NM Mar 2021 - Current 1
Northwestern Mutual Wealth Management Company Milwaukee, WI May 2019 - Feb 2021 1
Michael Kuhn Englewood, CO May 2018 - Feb 2021 2
Northwestern Mutual Investment Services LLC Englewood, CO May 2018 - Feb 2021 2
Unemployed Chicago, IL Jan 2018 - Mar 2018 < 1
Option One Northbrook, IL Apr 2011 - Jan 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2019
S65 NASAA Investment Advisors Law Examination Jan 2022
Contact Info for Jonathan M. Stirling
Phone Number: 575-556-8500
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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