Jeremy Bryan Staadeker
Investment adviser representative at Steward Partners Investment Advisory, LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$36.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Steward Partners Investment Solutions, LLCMay 2022 to now
- Steward Partners Investment Advisory, LLCJun 2017 to now
- Steward Partners Global AdvisoryJun 2017 to now
- Raymond James Financial Services, Inc.Jun 2017 to May 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2017
- Wells Fargo Advisors LLCOct 2010 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5857488
- Firm CRD
- 283004