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Jeremy Franklin Stahl

Stahl Wealth Management, LLC

Lancaster, PA

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Current Employers
Stahl Wealth Management, Llc

911 State Street Suite 214, Lancaster, PA 17603 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-03-12
  • PA RA
    APPROVED
    Since 2021-03-12

Branch Locations

911 State Street Suite 214, Lancaster, PA 17603 • 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
Bb&T Bank Lancaster PA 02/2011 05/2017
Wheatland Advisors, Inc Lancaster PA 05/2017 06/2019
Fma Advisory Inc Harrisburg PA 06/2019 03/2021
Dimensional Wealth Advisors, Llc Lancaster PA 03/2021 Present
  • 02/2011 → 05/2017
    Bb&T Bank
    Lancaster, PA
  • 05/2017 → 06/2019
    Wheatland Advisors, Inc
    Lancaster, PA
  • 06/2019 → 03/2021
    Fma Advisory Inc
    Harrisburg, PA
  • 03/2021 → Present
    Dimensional Wealth Advisors, Llc
    Lancaster, PA
Previous Registrations
  • 2019-06-28 → 2021-03-16
    Fma Advisory Inc
    Harrisburg, PA
  • 2017-05-22 → 2019-07-12
    Wheatland Advisors Inc
    Lancaster, PA
  • 2015-09-08 → 2017-05-15
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Harrisburg, PA
    Lebanon, PA
  • 2013-12-04 → 2015-08-03
    Valley Forge Asset Management, Llc
    King Of Prussia, PA
    Lebanon, PA
  • 2009-07-08 → 2011-02-18
    M&T Securities, Inc.
    Lancaster, PA
    Baltimore, MD
    Lancaster, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-11-20
S65 Uniform Investment Adviser Law Examination 2013-12-04
  • S63 Uniform Securities Agent State Law Examination
    2015-11-20
  • S65 Uniform Investment Adviser Law Examination
    2013-12-04

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LANCASTER, PA
OMICRON ADVISORS, LLC · LANCASTER, PA
MORGAN STANLEY · Lancaster, PA
GREENSPRING ADVISORS, LLC · LANCASTER, PA
CHARLES SCHWAB & CO., INC. · Lancaster, PA
J. W. COLE ADVISORS, INC. · Lancaster, PA
J. W. COLE ADVISORS, INC. · Lancaster, PA
MML INVESTORS SERVICES, LLC · LANCASTER, PA

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