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J. STERN & CO., LLC

NEW YORK CITY, NY · CRD 326509 · IAPD ↗ · jsternco.com · 212-219-0200

$608.6MRegulatory AUM
0Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — J. STERN & CO., LLC crossed $500M in regulatory AUM ($376.3M -> $608.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2025 — J. STERN & CO., LLC reported RAUM up 1405% ($25.0M -> $376.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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