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 @ Citadel Wealth Management
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2016 - 2017 Senior Financial Advisor @ Vanguard
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2014 - 2016 Financial Advisor @ Vanguard
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2012 - 2014 Investment Administrator @ Vanguard
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2011 - 2012 Brokerage Associate @ Vanguard
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2010 - 2011 Financial Advisor @ Morgan Stanley Smith Barney
2009 - 2011 Financial Advisor @ Rosenzweig & Associates WMG, LLC
2008 - 2009 Research Specialist @ Rosenzweig & Associates WMG, LLC

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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

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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.

Jared Stanley Phone Numbers

Found 1 phone numbers

+1 215-758-XXXX

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