Jeremy Stahl, financial advisor Lancaster PA

Jeremy Stahl

CRD Number: 5666707
Current Firm: Stahl Wealth Management, LLC

Jeremy Stahl (CRD# 5666707) is an Investment Advisor Representative working at Stahl Wealth Management, LLC in Lancaster, PA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Dimensional Wealth Advisors, LLC Lancaster, PA Mar 2021 - Current 3
Fma Advisory Inc. Harrisburg, PA Jun 2019 - Mar 2021 1
Wheatland Advisors, Inc. Lancaster, PA May 2017 - Jun 2019 2
Bb&t Bank Lancaster, PA Feb 2011 - May 2017 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
S63 Uniform Securities State Law Examination Nov 2015
Contact Info for Jeremy F. Stahl
Phone Number: 717-222-7547
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $389,709
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

PA

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