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Jeremy Franklin Stahl

Stahl Wealth Management, LLC

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About Jeremy Franklin Stahl

Jeremy Stahl is an Investment Advisor Representative for Stahl Wealth Management, LLC, a firm registered with the state of Pennsylvania. Jeremy has been in the financial industry since May 2009, working with a variety of firms including BB&T Investment Services, Inc. and M&T Securities, Inc. Jeremy focuses on financial planning and portfolio management for individuals and corporations. Jeremy is also a registered representative in Pennsylvania, and has passed the Series 6, 7, 63, and 65 exams.

Firm Information

Jeremy Stahl is currently registered with Stahl Wealth Management, LLC. Stahl Wealth Management, LLC is an investment advisor headquartered in [main office location]. The firm primarily manages portfolios for individuals, including high-net-worth individuals, as well as corporations and other businesses. As of the most recent regulatory filing, the firm had $28,402,183 in regulatory assets under management and a total of 73 accounts.

$28.40M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

$2,500 minimum annual fee

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Jeremy Stahl’s Registration & Firm History

PA

03/12/2021 - Present

Stahl Wealth Management, LLC (LANCASTER PA)

PA

11/02/2015 - 05/15/2017

BB&T INVESTMENT SERVICES, INC. (LEBANON PA)

MD

05/19/2009 - 02/18/2011

M&T SECURITIES, INC. (BALTIMORE MD)

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Licenses & Designations

BC

Issued 11/20/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/04/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/15/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2015

Series 7 - General Securities Representative Examination

BC

Issued 05/18/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy Franklin Stahl.
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