Jared Stanley Email & Phone Number
Wealth Advisor @ Citadel Wealth Management
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Jared Stanley Location
- Philadelphia, PA, US
Jared Stanley Work
- 2017 -now Wealth Advisor @
- 2016 -2017 Senior Financial Advisor @
- 2014 -2016 Financial Advisor @
- 2012 -2014 Investment Administrator @
- 2011 -2012 Brokerage Associate @
- 2010 -2011 Financial Advisor @ Morgan Stanley Smith Barney
- 2009 -2011 Financial Advisor @ Rosenzweig & Associates WMG, LLC
- 2008 -2009 Research Specialist @ Rosenzweig & Associates WMG, LLC
Jared Stanley Education
- West Virginia University
Bachelor of Business Administration (B.B.A.)
- Penn State University
Jared Stanley Skills
- Microsoft Word
- Mutual Funds
- Finance
- Retirement Planning
- Financial Planning
- Marketing
- Investment Strategies
- Retirement
- Asset Allocation
- Microsoft Excel
- Financial Modeling
- Financial Services
- Investments
- Microsoft Office
- Relationship Management
- Uniform Combined State Law
- Certified Financial Planner
- Wealth Management
- Series 7
Jared Stanley Summary
- Jared Stanley, based in Philadelphia, PA, US, is currently a Wealth Advisor at Citadel Wealth Management. Jared Stanley brings experience from previous roles at Vanguard. Jared Stanley holds a Bachelor of Business Administration (B.B.A.) @ West Virginia University. With a robust skill set that includes Microsoft Word, Mutual Funds, Finance, Retirement Planning, Financial Planning and more.
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