Jeremy Stack
Investment adviser representative at Greenspring Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.5BFirm 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 assetsFixed 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
13 years in the industry.
- Greenspring Advisors, LLCOct 2022 to now
- Greensrping Advisors LLCOct 2022 to now
- Raymond James Financial Services AdvisorsJan 2022 to now
- Raymond James Financial Services, Inc.Jan 2022 to now
- Rabadeau Wealth Group, LLCJan 2022 to Oct 2022
- Kubhera Enterprises, LLCMar 2021 to Dec 2021
- UnemployedJul 2019 to Mar 2021
- Vision Retirement, LLCMay 2019 to Jul 2019
- Private Advisor GroupOct 2018 to May 2019
- Self EmployedJan 2014 to May 2019
- UnemployedDec 2013 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Greenspring Advisors, LLC
$6.5BAssets managed
1,837Clients
46Advisers
19 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
- 7036658
- Firm CRD
- 132669