Jared Stanley is a CFP-designated registered investment advisor, based in Thorndale, PA, with 16 years of industry experience.
Location
40 North Bailey Road, Thorndale, PA, 19372
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Regulatory History
Clean regulatory record
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 Activities
Jared coaches youth sports. This activity is not investment-related.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
December 2024 - Present · 1 yr 5 mos
Cetera Investment Advisers LLC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Cuso Financial Services, L.P.Broker
December 2017 - December 2024 · 7 yrs
Cuso Financial Services, L.P.
December 2017 - December 2024 · 7 yrs
Vanguard Advisers INC
June 2014 - December 2017 · 3 yrs 6 mos
Vanguard Marketing CorporationBroker
July 2011 - December 2017 · 6 yrs 5 mos
Morgan Stanley Smith Barney LLC
October 2010 - July 2011 · 9 mos
Morgan Stanley Smith BarneyBroker
October 2010 - July 2011 · 9 mos
Wfg Advisors, LP
September 2009 - September 2010 · 1 yr
Wfg Investments, INC.Broker
March 2009 - September 2010 · 1 yr 6 mos
State Registrations14 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.