Jason Born
Stirling Bridge Wealth Partners · Mcclure, Ohio
Jason Born is a fee-only financial advisor at Stirling Bridge Wealth Partners in Mcclure, Ohio, who holds the CFA credential. Jason focuses on small business owners and tax planning. Stirling Bridge Wealth Partners reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
- Founders
Facts
| Firm | Stirling Bridge Wealth Partners |
|---|---|
| Based in | Mcclure, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $67.0M across 179 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, OH · CRD 3066122 |
| Exams passed | Series 63 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.stirlingbridgewealthpartners.com |
| Profile |
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Questions about Jason
Is Jason Born a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Stirling Bridge Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Stirling Bridge Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Jason Born based?
Jason Born is based in Mcclure, Ohio.
What does Jason specialize in?
Jason's specialties include small business owners and tax planning. Jason works with ultra high net worth, multi-generational families and founders.
What credentials does Jason Born hold?
Jason Born holds the CFA credential.
Is Jason Born registered with the SEC?
Yes. Jason Born is registered as an investment adviser representative in FL and OH (CRD 3066122), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stirling Bridge Wealth Partners manage?
Stirling Bridge Wealth Partners reports $67.0M across 179 accounts in assets under management.
How do I contact Jason Born?
Through Jason's website, www.stirlingbridgewealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Stirling Bridge Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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