Sterling Jasper
Sterling Advisory Services · Valrico, Florida
Sterling Jasper is a fee-only financial advisor at Sterling Advisory Services in Valrico, Florida. Sterling Advisory Services reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Sterling →
Facts
| Firm | Sterling Advisory Services |
|---|---|
| Based in | Valrico, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.4M across 15 accounts |
| SEC registration | Investment adviser representative in FL, NY · CRD 4284218 |
| Exams passed | Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Sterling's firm compares
- Sterling Advisory Services's average account is about $159,000, from its Form ADV (assets managed divided by 15 accounts).
Request an introduction to Sterling
Tell Sterling a little about what you're looking for. Sterling isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sterling
Is Sterling Jasper a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sterling holds no broker registration, and Sterling Advisory Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sterling charge for financial advice?
Sterling's firm, Sterling Advisory Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sterling Jasper based?
Sterling Jasper is based in Valrico, Florida.
Is Sterling Jasper registered with the SEC?
Yes. Sterling Jasper is registered as an investment adviser representative in FL and NY (CRD 4284218), 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 Sterling Advisory Services manage?
Sterling Advisory Services reports $2.4M across 15 accounts in assets under management.
How do I contact Sterling Jasper?
Contact details aren't on file yet. Search for Sterling Advisory Services.
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
- 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.
See something wrong? Request a correction. Read our methodology.