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STERLING INVESTMENT ADVISORS,LLC
STERLING INVESTMENT ADVISORS,LLC
BOLIVAR, Missouri
·
2 registered advisors
·
CRD# 117287
SEC# 801-63925
0
417-777-7677
01
Firm Overview
AUM
$180M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at STERLING INVESTMENT ADVISORS,LLC
2 registered advisors
James Gatlin Jones
BOLIVAR, Missouri
CRD# 1761488
John Ashley Jones
BOLIVAR, Missouri
CRD# 4888740
05
Office Locations
BOLIVAR, Missouri
2 advisors
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Data sourced from SEC Form ADV filings. STERLING INVESTMENT ADVISORS,LLC (CRD# 117287) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.