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J. STERN & CO. LLP

LONDON, United Kingdom · CRD 323871 · IAPD ↗ · jsternco.com · +44(0)20 3478 1800

$2.23BRegulatory AUM
12Advisory reps
42Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

39
July 2025 — J. STERN & CO. LLP reported RAUM up 48% ($1.28B -> $1.90B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
July 2025 — J. STERN & CO. LLP grew from 10 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
July 2024 — J. STERN & CO. LLP crossed $1B in regulatory AUM ($835.0M -> $1.28B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.