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.

Similar Advisors
Eric Courage , financial advisor Denver CO
Eric M. Courage
CRD# 5513725
Margin
Similar Advisors
Rebecca Aardal, financial advisor Denver CO
Rebecca A. Aardal
CRD# 5495455
Schaefer Financial Management, Inc.
Similar Advisors
Jason Abar, financial advisor Denver CO
Jason I. Abar
CRD# 3077330
Schwab Private Client Investment Advisory, Inc.
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
    593
    MILLIONS
  • Total Number of Accounts
    1,465
    ACCOUNTS
  • Average Account Value
    $404,868
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

AZ, CA, CO, MI, NM, TX, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.