Jeffrey Stuermer
Peregrine Asset Advisers · Bend, Oregon
Jeffrey Stuermer is a fee-only financial advisor at Peregrine Asset Advisers in Bend, Oregon. Jeffrey charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on family wealth transfer.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Peregrine Asset Advisers |
|---|---|
| Based in | Bend, Oregon |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $611.0M across 476 accounts |
| SEC registration | Investment adviser representative in CA, CO, NY, OR, TX, WA · CRD 2518255 |
| Exams passed | Series 63 (1994) · Series 65 (1994) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.peregrineaa.com |
How Jeffrey's firm compares
- Peregrine Asset Advisers's average account is about $1.3 million, from its Form ADV (assets managed divided by 476 accounts).
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Questions about Jeffrey
Is Jeffrey Stuermer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Peregrine Asset Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey charges a percentage of assets.
How much does Jeffrey charge?
According to Peregrine Asset Advisers's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Jeffrey Stuermer based?
Jeffrey Stuermer is based in Bend, Oregon.
What does Jeffrey specialize in?
Jeffrey's specialties include family wealth transfer. Jeffrey works with multi-generational families.
Is Jeffrey Stuermer registered with the SEC?
Yes. Jeffrey Stuermer is registered as an investment adviser representative in CA, CO, NY, OR, TX and WA (CRD 2518255), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Peregrine Asset Advisers manage?
Peregrine Asset Advisers reports $611.0M across 476 accounts in assets under management.
How do I contact Jeffrey Stuermer?
Through Jeffrey's website, www.peregrineaa.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
- Peregrine Asset Advisers 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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