Jared Krist Stanley

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → 12/2017
  The Vanguard Group, Inc.
  Malvern, PA
• 12/2017 → Present
  Citadel Federal Credit Union
  Oxford, PA
• 12/2017 → 12/2024
  Cuso Financial Services, Lp
  San Dieog, CA
• 12/2024 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 12/2024 → Present
  Cetera Investment Advisers Llc
  Thorndale, PA

Previous Registrations

• 2017-12-11 → 2024-12-12
  Cuso Financial Services, L.P.
  Oxford, PA
  San Diego, CA
  Oxford, PA
  Thorndale, PA
  Oxford, PA
  Thorndale, PA
• 2014-06-03 → 2017-12-12
  Vanguard Advisers, Inc.
  Malvern, PA
• 2010-10-06 → 2011-07-07
  Morgan Stanley
  Philadelphia, PA
• 2009-09-08 → 2010-09-22
  Wfg Advisors, Lp
  Wayne, PA

Other Businesses

COACHING YOUTH SPORTS

Exams

• S66 Uniform Combined State Law Examination
  2009-04-17

Designations

• Certified Financial Planner