Jared StanleyCRD Number: 5476932
Current Firm: Cuso Financial Services, LP
Jared Stanley (CRD# 5476932) is an Investment Advisor Representative working at Cuso Financial Services, LP in Oxford, PA and has over 9 years of experience in the finance industry. Jared Stanley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Clothier Springs Capital Management, LLC
Affinity Wealth Management, Inc.
Triad Advisors, LLC
|Cuso Financial Services, LP||San Dieog, CA||Dec 2017 - Current||< 1|
|Citadel Federal Credit Union||Oxford, PA||Dec 2017 - Current||< 1|
|The Vanguard Group, Inc.||Malvern, PA||Jul 2011 - Dec 2017||6|
|Morgan Stanley Smith Barney||Philadelphia, PA||Sep 2010 - Jun 2011||< 1|
|Rosenzweig & Associates||Media, PA||Jan 2008 - Sep 2010||2|
|Wfg Investments Inc.||Media, PA||Jan 2008 - Sep 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Total Assets Under Management1,808MILLIONS
Total Number of Accounts9,438ACCOUNTS
Average Account Value$191,594
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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