JS
CFP
JS
CFP

Jeremy Staadeker

15 Years of Experience
McLean, VA
BrokerSells Insurance

Jeremy Staadeker is a CFP-designated registered investment advisor, based in McLean, VA, with 15 years of industry experience.

Location

1800 Tysons Blvd., Suite 360, McLean, VA, 22102

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History

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.

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Other Business ActivitiesSells Insurance

Jeremy is a co-trustee of the Lauren Staadeker Individual 401(k) Plan, spending minimal time on it. He also works as a financial advisor under NOVA Retirement Strategies and The Staadeker Wealth Management Group, and installs insurance products for Steward Partners Global Advisory, dedicating a few hours per week to this.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs 2 mos
Steward Partners Investment Advisory, LLC
July 2017 - Present · 9 yrs
Previous Registrations
Raymond James Financial Services, INC.Broker
June 2017 - May 2022 · 4 yrs 11 mos
Wells Fargo Clearing Services, LLC
January 2011 - June 2017 · 6 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
December 2010 - June 2017 · 6 yrs 6 mos
State Registrations27 states
AZCACODCFLGAILINKYMAMDMEMONCNHNJNYOHORPASCTNTXUTVAWIWV
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.
Jeremy Staadeker - Financial Advisor | TrueAdvisor