Jessica
Stirling
Stephens Consulting, LLC
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About this Advisor
Jessica Stirling is a financial advisor operating out of Flint, Michigan with a total of 2 years of relevant experience. Stirling is on the advisory team at Stephens Consulting, LLC. Over the course of their career, Stirling has held roles at Wells Fargo Advisors, LLC, Bank Of Ann Arbor, University Of Michigan, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc and Stephens Consulting, LLC. Stirling maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan. Stephens Consulting, LLC is a registered investment firm that has its headquarters in Flint, MI. It has offices in eight locations and a total of 26 financial advisors. It controls $718 million in assets across its 2,600 customer accounts, placing it among the bigger firms in the nation by assets under management. The firm serves six charitable organizations. Of its 2,600 customer accounts, 19% are held by high-net-worth clients who have at least $1 million in investable assets. Stephens Consulting, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management typically are based on which services the firm provides the client. Fee types charged by Stephens Consulting, LLC can consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stephens Consulting, LLC Brokerage Details
$717,894,889
26
2,600
$276,113
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jessica Stirling Work History
Jessica has been registered as a financial advisor for 2 years.*
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Stephens Consulting, LLC
Wells Fargo Advisors, LLC
Bank Of Ann Arbor
University Of Michigan
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jessica Stirling to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stephens Consulting, LLC
Flint, MI
Flint, MI
Flint, MI
Grosse Pointe, MI
Flint, MI
Tampa, FL
Flint, MI
Charlevoix, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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