Jeremy F. Stahl

STAHL WEALTH MANAGEMENT

LANCASTER, PA 17603

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CRD#: 5666707

Professional summary

Jeremy Franklin Stahl is a registered financial advisor currently at STAHL WEALTH MANAGEMENT, LLC located in Lancaster, Pennsylvania.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jeremy has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Franklin Stahl's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 12, 2021 - Present

STAHL WEALTH MANAGEMENT, LLC

Office #1: 911 State Street Suite 214, Lancaster, PA 17603

RIA

CRD#: 310827

LANCASTER, PA

Past

June 28, 2019 - March 16, 2021

FMA ADVISORY INC

RIA

CRD#: 107529

HARRISBURG, PA

Past

May 22, 2017 - July 12, 2019

WHEATLAND ADVISORS INC

RIA

CRD#: 105026

LANCASTER, PA

Past

November 2, 2015 - May 15, 2017

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

LEBANON, PA

Past

September 8, 2015 - May 15, 2017

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

LEBANON, PA

Past

December 4, 2013 - August 3, 2015

VALLEY FORGE ASSET MANAGEMENT, LLC

RIA

CRD#: 7438

LEBANON, PA

Past

July 8, 2009 - February 18, 2011

M&T SECURITIES, INC.

RIA

CRD#: 17358

LANCASTER, PA

Past

May 19, 2009 - February 18, 2011

M&T SECURITIES, INC.

CRD#: 17358

BALTIMORE, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(3/12/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/20/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/4/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 5/15/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/2/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/18/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STAHL WEALTH MANAGEMENT, LLC

DIMENSIONAL WEALTH ADVISORS, LLC | STAHL WEALTH MANAGEMENT, LLC

CRD#: 310827 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (1/25/2021 Approved)

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Contact information

Main Address

911 State Street Suite 214, Lancaster, PA 17603

Mailing Address

Phone number

(717) 222-7547

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	81
AUM (Assets Under Management)	$ 54,703,945

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeremy F. Stahl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Franklin Stahl's CRS (Customer Relationship Summary).

Certified licenses

Experience

FMA ADVISORY INC

WHEATLAND ADVISORS INC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

VALLEY FORGE ASSET MANAGEMENT, LLC

M&T SECURITIES, INC.

M&T SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/20/2015

Series 65

Date: 12/4/2013

SIE

Date: 5/15/2017

Series 7

Date: 11/2/2015

Series 6

Date: 5/18/2009

Current Firm

STAHL WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STAHL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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