Jeffrey Stuermer has been an investment adviser representative at Peregrine Asset Advisers since July 2023, and is not listed among the firm’s executive officers or direct owners.
Peregrine Asset Advisers, Inc. is a Portland, OR firm with $611M under management, 476 clients and 6 advisers across 3 offices, as of its March 2026 filing.
Jeffrey Stuermer’s longest registration was 14 years at Northline Wealth Management LLC (2009–2023). Before joining Peregrine Asset Advisers in 2023, Jeffrey Stuermer was registered through Northline Wealth Management LLC and UBS Financial Services Inc.
- – present · 3 yearsBend, OR · Adviser representative · Firm CRD 115738
- Northline Wealth Management LLC– · 14 yearsBend, OR · Adviser representative · Firm CRD 150422
- UBS Financial Services Inc.– · 8 yearsBend, OR · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Jeffrey Stuermer is registered as an investment adviser representative in 6 states, as a resident of Texas. The first approvals date from July 2023; the most recent is Washington, in August 2023.
- CaliforniaSince 10 July 2023
- ColoradoSince 2 August 2023
- New YorkSince 2 August 2023
- OregonSince 2 August 2023
- TexasResidentSince 10 July 2023
- WashingtonSince 3 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 7 October 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 September 1994 |
| Series 7 | General Securities Representative Examination | 12 September 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Edward Stuermer
- CRD
- 2518255
- Firm
- Peregrine Asset Advisers · CRD 115738
- Office
- 15 SW Colorado Ave, Suite 4, Bend, OR 97702
- Registration
- Investment adviser registration
- In the industry since
- September 1994
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Stuermer work?
Jeffrey Stuermer is an investment adviser representative registered through Peregrine Asset Advisers, Inc. since July 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Stuermer a financial advisor?
Yes. Jeffrey Stuermer has a current investment-adviser registration in California, Colorado, New York, Oregon, Texas and Washington, through Peregrine Asset Advisers since July 2023.
How many years of experience does Jeffrey Stuermer have?
Jeffrey Stuermer has 32 years in the financial industry, since September 1994, across 3 adviser firms.
What exams has Jeffrey Stuermer passed?
Jeffrey Stuermer has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 1994. FINRA credited Jeffrey Stuermer with the SIE, which began in October 2018.
Where did Jeffrey Stuermer work before Peregrine Asset Advisers?
Before Peregrine Asset Advisers, Jeffrey Stuermer was registered through UBS Financial Services Inc., January 2001 to October 2009.
Where is Jeffrey Stuermer based?
Jeffrey Stuermer’s registered office is in Bend, OR.
Is Jeffrey Stuermer registered with FINRA?
No. Jeffrey Stuermer has no current broker registration.
How can I verify Jeffrey Stuermer’s record?
Search CRD 2518255 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Stuermer’s full registration record.
