John Eugene Ternus
Investment adviser representative at Stonebridge Wealth Systems LLC
9 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$369.1MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Stonebridge Wealth Systems LLCOct 2023 to now
- Stonebridge Insurance and Wealth ManagementNov 2022 to now
- Brookstone Wealth Advisors, LLCJan 2023 to Oct 2023
- Nebraska Army National GuardJun 2014 to Jan 2023
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Stonebridge Wealth Systems LLC
$369.1MAssets managed
931Clients
13Advisers
2 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
- 7666594
- Firm CRD
- 327894