JS
JS

Jeffrey Spencer Sargent

25 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
19 advisors
Number of Clients
947 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.25%
$5.0M - $25.0M1.00%
$25M+0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Trumbull, CT

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Stansberry Asset Management, LLC
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
LPL Financial LLC
March 2021 - April 2021 · 1 mo
Northstar Wealth Partners LLC
January 2018 - February 2021 · 3 yrs 1 mo
LPL Financial LLCBroker
January 2018 - April 2021 · 3 yrs 3 mos
Westport Resources Management INC
July 2009 - December 2016 · 7 yrs 5 mos
Westport Resources Investment Services, INC.Broker
July 2009 - January 2017 · 7 yrs 6 mos
Robotti & Company, LLCBroker
September 2008 - June 2009 · 9 mos
Princor Financial Services Corporation
October 2005 - September 2008 · 2 yrs 11 mos
Princor Financial Services CorporationBroker
September 2005 - September 2008 · 3 yrs
New England Securities Corporation
March 2005 - June 2005 · 3 mos
New England SecuritiesBroker
March 2004 - June 2005 · 1 yr 3 mos
Citigroup Global Markets INC.Broker
July 2002 - March 2004 · 1 yr 8 mos
AXA Advisors, LLCBroker
March 2000 - August 2002 · 2 yrs 5 mos
People's Securities, INC.Broker
March 1998 - March 2000 · 2 yrs
Alex. Brown & Sons IncorporatedBroker
April 1993 - October 1993 · 6 mos
State Registrations2 states
CTTX
Advisor
Exams
No exam information available for this advisor.