Unclaimed
Jeb Stuart Armstrong is an investment advisor representative at Clear Harbor Asset Management, LLC. Jeb has been in the industry since 1998. Jeb is registered in Connecticut. Jeb has a Series 6, 7, 24, 63, 65, 86 and 87 license. Jeb specializes in investment advisory services, financial planning, portfolio management for individuals and businesses, portfolio management for pooled investment vehicles, and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CT
07/14/2020 - Present
Clear Harbor Asset Management, LLC (STAMFORD CT)
NY
05/07/2014 - 01/13/2016
MARWOOD GROUP RESEARCH (NEW YORK NY)
NY
03/04/2013 - 04/23/2013
CLSA AMERICAS, LLC (NEW YORK NY)
NY
08/07/2006 - 04/23/2013
CREDIT AGRICOLE SECURITIES (USA) INC. (NEW YORK NY)
NY
03/27/1998 - 04/09/2002
DIME SECURITIES, INC. (BROOKLYN NY)
IA
Issued 08/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/13/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/15/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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