Jeffrey M Stirling
Investment adviser representative at Horizon Investments LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Quasar Distributors, LLCNov 2025 to now
- Horizon Investments LLCSep 2025 to now
- Home Path Financial, LPJan 2025 to Aug 2025
- UnemployedNov 2024 to Dec 2024
- Fs Investment Solutions, LLCJan 2023 to Oct 2024
- Fs Investment Solutions, LLCJan 2017 to Dec 2022
- Fs2 Capital PartnersOct 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NC).
Horizon Investments LLC
$8.5BAssets managed
1,467Clients
27Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6057922
- Firm CRD
- 109552