Jeremy Stanley

Jeremy joined Private Advisor Group in 2013 with over two decades of experience as a financial advisor. His practice focuses on providing individuals and small businesses with financial life planning, wealth and investment management, estate planning, freelance strategies, as well as tax minimization strategies.

Jeremy graduated from the University of NC with a Bachelor of Science. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Certificant and holds the Accredited Investment Fiduciary (AIF) designation. He also has earned his Enrolled Agent (EA) designation – the highest credential awarded by the IRS.

Jeremy currently holds Series 6, 7, 24, and 63 FINRA registrations through LPL Financial, and Series 65 registration through Private Advisor Group, LLC. He is also licensed in life, health, disability, and long-term care insurance. He has been named to the Chairman’s Club at LPL Financial each year from 2008 through 2020. This distinction is based on a ranking of all registered advisors supported by LPL Financial and is awarded to less than five percent of the firm’s approximately 16,000 advisors nationwide based on annual production.