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Jeremy Stack

Greenspring Advisors, LLC

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About Jeremy Stack

Jeremy Stack is an Investment Advisor Representative at Greenspring Advisors, LLC. Jeremy has been in the financial services industry for over 10 years. Jeremy has a Series 7, Series 63, Series 65 and SIE license. Jeremy is also a Certified Financial Planner. Jeremy specializes in providing financial planning services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. In addition to financial planning, Jeremy also provides investment consulting and educational services. Jeremy is committed to providing his clients with the highest level of personalized service and investment advice.

Firm Information

Jeremy Stack is currently registered with Greenspring Advisors, LLC. Greenspring Advisors, LLC is an investment advisor based in Towson, MD. The firm manages approximately $1 billion to $10 billion in assets for clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm offers financial planning, pension consulting, and investment consulting and educational services.
Greenspring Advisors, LLC

ONE WEST PENNSYLVANIA AVENUE

TOWSON, MD 21204

$6.90B

Assets Under Management

59

Total Clients

26

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting and educational services

Investment consulting and educational services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jeremy Stack’s Registration & Firm History

MD

11/14/2022 - Present

Greenspring Advisors, LLC (TOWSON MD)

NJ

02/24/2022 - 10/31/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (WESTFIELD NJ)

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Licenses & Designations

BC

Issued 04/01/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/03/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/24/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/29/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy Stack.
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