Jeremy Stanley
Jeremy Stanley is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Winston Salem, NC, with 29 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
100 N.Cherry Street, Suite 350, Winston Salem, NC, 27101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeremy is involved in several business activities, including non-variable insurance sales, management through JL Stanley & Associates, and owning a condominium. He also provides investment advisory services through Private Advisor Group and CRNA Financial Planning, spending a significant portion of his time on these activities, and engages in tax preparation through CRNA Tax Associates.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
State Registrations19 states
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