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Jeffrey Spencer Sargent

Chief Compliance OfficerStansberry Asset Management, LLCCRD 2167467

About Jeffrey Spencer Sargent

Jeffrey Spencer Sargent is listed as Chief Compliance Officer at Stansberry Asset Management, LLC in Westlake, TX. Form ADV reports a beneficial ownership band of Under 5%. Jeffrey Spencer Sargent is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Stansberry Asset Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Spencer Sargent work?

Jeffrey Spencer Sargent is listed as Chief Compliance Officer at Stansberry Asset Management, LLC on SEC Form ADV.

How much of Stansberry Asset Management, LLC does Jeffrey Spencer Sargent own?

Form ADV reports a beneficial ownership band of Under 5%.

Stansberry Asset Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2022
View Stansberry Asset Management, LLC →

Holistic Wealth Advisors

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2024
View Holistic Wealth Advisors →

Re-Occur Capital Partners LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025
View Re-Occur Capital Partners LLC →