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John Robert Brem

PER Stirling Capital Management, LLC

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About John Robert Brem

John Robert Brem is a registered investment advisor representative with Per Stirling Capital Management, LLC, an investment firm with offices in Austin, Texas. John Robert Brem has been working in the financial services industry since 1984 and has experience working with high-net-worth individuals, corporations, and charitable organizations. John Robert Brem has a Series 6, Series 7, and Series 63 license, and has completed the Securities Industry Essentials Examination. John Robert Brem also works as a registered representative for B.B. Graham & Company, Inc.

Firm Information

John Brem is currently registered with PER Stirling Capital Management, LLC. PER Stirling Capital Management, LLC is an investment advisor registered with the SEC and located in Austin, TX. The firm manages approximately $1 billion - $10 billion in assets for a range of clients, including individuals, corporations, charitable organizations, and high-net-worth individuals. PER Stirling provides portfolio management services, financial planning, and selection of other advisors.
PER Stirling Capital Management, LLC

4800 BEE CAVES ROAD

AUSTIN, TX 78746

$1.21B

Assets Under Management

70

Total Clients

28

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Promoter fees

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John Brem’s Registration & Firm History

TX

06/17/2016 - Present

PER Stirling Capital Management, LLC (AUSTIN TX)

TX

12/03/1998 - 06/20/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)

WI

03/08/1993 - 01/21/1999

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

04/20/1993 - 12/10/1998

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

NA

08/29/1984 - 01/23/1986

ROBERT W. BAIRD & CO. INCORPORATED

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Licenses & Designations

BC

Issued 02/11/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/1998

Series 7 - General Securities Representative Examination

BC

Issued 03/04/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Robert Brem.
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