Sterling Advisory Services, LLC
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About
Sterling Advisory Services, LLC is a solo registered investment adviser that provides ongoing portfolio management and financial planning to individuals, high‑net‑worth individuals, trusts, estates, and business entities. The firm advises across a broad set of investments — including mutual funds, equities, bonds, ETFs, REITs, private placements and third‑party managers — and prepares a written Investment Policy Statement for each client.
The adviser uses a mix of charting, fundamental, technical and cyclical analysis to construct and monitor client portfolios and documents risk tolerance and time horizon in each client’s IPS. Although the firm states it may request discretionary authority, its Form ADV reports no discretionary assets and $2,400,000 in non‑discretionary assets as of 09/27/2024, indicating that assets are primarily managed on a non‑discretionary basis.
Distinctive features disclosed in the brochure include promoter/referral arrangements under which the firm receives payments for referring clients to other businesses or related parties, and the inclusion of other financial products in its planning discussions (for example, life insurance). The firm also requires clients to use its recommended custodian (Altruist) rather than permitting client‑directed brokerage and does not act as custodian for client assets.
Client services
Expertise
Fee options
Between $3,500 and $15,000 for financial planning
$1 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% Above $3,000,000+: 0.50%
Account minimum: $25,000
Main office
See officeValrico FL
Advisors at this office
1
Offices (2)
Most active in
Florida · New York
Also doing business as
Name1017 · Sterling Advisory Services, LLC · Sterling Financial Advisory Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
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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