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Jared Krist Stanley

Cetera Investment Advisers LLC

Thorndale, PA

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-12-13
  • PA RA
    APPROVED
    Since 2024-12-13

Branch Locations

40 North Bailey Road, Thorndale, PA 19372 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 07/2011 12/2017
Citadel Federal Credit Union Oxford PA 12/2017 Present
Cuso Financial Services, Lp San Dieog CA 12/2017 12/2024
Cetera Investment Services Llc Saint Cloud MN 12/2024 Present
Cetera Investment Advisers Llc Thorndale PA 12/2024 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-17
  • S66 Uniform Combined State Law Examination
    2009-04-17
Designations

View on SEC IAPD

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Other Investors

JOSEPH MICHAEL FARAGASSO
JOANNE LEE WEIDNER
Marc Richard Apfelbaum
Jian Serina Shi
DAVID LYNN SUMMERS
JAY ALAN PAINTER
JAMES PARK TAYLOR
Charles Edward Tilkens

Other Offices

CITIZENS SECURITIES, INC. · DOWNINGTOWN, PA
OSAIC WEALTH, INC. · DOWNINGTOWN, PA
REVISIONIST WEALTH ADVISORS, LLC · DOWNINGTOWN, PA
EDWARD JONES · DOWNINGTOWN, PA
EAGLE INVESTMENT ADVISORS · DOWNINGTOWN, PA
GROUNDWORK WEALTH MANAGEMENT, LLC · DOWNINGTOWN, PA
CETERA INVESTMENT ADVISERS LLC · COATESVILLE, PA
MEGAANNUM CAPITAL, LLC · DOWNINGTOWN, PA

More in Thorndale, PA

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