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Sterling J
Series 66
Valrico, FL
Sterling Advisory Services, LLC
Sterling Jasper Jr. is the sole advisor at Sterling Advisory Services, LLC, an independent firm based in Valrico, FL. He holds a Series 66 designation and has 7 years of industry experience. Prior to founding his firm in 2009, he worked at Merrill for one year. Outside of advising, he is involved in operating Jersey Mikes sandwich shops. Sterling Advisory Services, LLC provides ongoing portfolio management and financial planning primarily on a non-discretionary basis to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to construct portfolios and prepares a written Investment Policy Statement for each client.
Jonathan H
Series 65
Brandon, FL
Sterling Advisory Services, LLC
Jonathan Higgins is a Series 65-licensed financial advisor with Sterling Advisory Services, LLC, based in Brandon, FL. His prior work experience includes roles at The University of Florida, Orlando Health, Florida Heart and Vascular, and Vascular and Endovascular Consultants of Orlando. Sterling Advisory Services, LLC is a solo registered investment adviser providing portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of charting, fundamental, technical, and cyclical analysis to construct and monitor client portfolios and prepares customized Investment Policy Statements.
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