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Jeffrey Edward Stuermer

Peregrine Asset Advisers, Inc.

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About Jeffrey Edward Stuermer

Jeffrey Stuermer is an investment advisor representative registered with Peregrine Asset Advisers, Inc. Jeffrey has been in the industry for over 28 years and is currently registered in California, Colorado, New York, Oregon, Texas and Washington. Jeffrey has previously been employed by Mutual Securities, Inc., UBS Financial Services Inc., Salomon Smith Barney Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey is also a managing member/owner of Rose Allen Ranch, LLC, and a general partner of Plateau Capital Partners, LLC.

Firm Information

Jeffrey Stuermer is currently registered with Peregrine Asset Advisers, Inc.. Peregrine Asset Advisers, Inc. is an investment advisor based in Portland, Oregon, registered with the SEC. The firm manages approximately $575 million in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. The firm offers financial planning, portfolio management for individuals, and selection of other advisors.
Peregrine Asset Advisers, Inc.

9755 SW BARNES RD

PORTLAND, OR 97225

$575.57M

Assets Under Management

23

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Annual account fee

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Jeffrey Stuermer’s Registration & Firm History

OR

08/03/2023 - Present

Peregrine Asset Advisers, Inc. (Bend OR)

OR

12/10/2014 - 06/29/2020

MUTUAL SECURITIES, INC. (Bend OR)

OR

08/15/2011 - 01/24/2012

MUTUAL SECURITIES, INC. (BEND OR)

OR

01/19/2001 - 10/07/2009

UBS FINANCIAL SERVICES INC. (BEND OR)

NY

03/19/1997 - 01/29/2001

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

09/13/1994 - 03/19/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/07/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jeffrey Edward Stuermer. Review regulatory record here.
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