Jeremy D. Stack

GREENSPRING ADVISORS

Towson, MD 21204

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CRD#: 7036658

Professional summary

Jeremy Daniel Stack, CFP®, who also goes by Jeremy D Stack, Jeremy Daniel Stack, is a registered financial advisor currently at GREENSPRING ADVISORS, LLC located in Towson, Maryland.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jeremy has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeremy D Stack | Jeremy Daniel Stack

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.

(1)Name of Business: NWM Capital LLC Address: 15 Pellinore Lane, Berkeley Heights, NJ, 07922, United States Activity Type: Personal/Private Investment Position/Title: Investment Related: No Start Date: 01/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manager of family partnership with private real estate investments

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Daniel Stack's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

November 14, 2022 - Present

GREENSPRING ADVISORS, LLC

Office #1: One West Pennsylvania Avenue Suite 500, Towson, MD 21204

RIA

CRD#: 132669

Towson, MD

Past

February 24, 2022 - October 31, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

WESTFIELD, NJ

Past

January 28, 2022 - October 31, 2022

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Westfield, NJ

Past

May 26, 2021 - February 7, 2022

KUBHERA ENTERPRISES LLC

RIA

CRD#: 151619

PRINCETON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GREENSPRING ADVISORS, LLC

CRD#: 132669 / SEC#: 801-67570

RIA

Registered Investment Advisory firm - (2/22/2007 Approved)

Maryland

Registered Investment Advisory firm - (3/22/2007 Terminated)

Pennsylvania

Registered Investment Advisory firm - (2/23/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New Jersey
(12/7/2022)

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: 4/1/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/3/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/24/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/29/2021

Securities Industry Essentials Examination

Current Firm

GREENSPRING ADVISORS, LLC

CRD#: 132669 / SEC#: 801-67570

RIA

Registered Investment Advisory firm - (2/22/2007 Approved)

Maryland

Registered Investment Advisory firm - (3/22/2007 Terminated)

Pennsylvania

Registered Investment Advisory firm - (2/23/2007 Terminated)

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Contact information

Main Address

One West Pennsylvania Avenue Suite 500, Towson, MD 21204

Mailing Address

Phone number

(443) 564-4600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (10/31/2025)

Regulatory assets under management

Total Number of Accounts	4,764
AUM (Assets Under Management)	$ 3,775,318,486

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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Firm Stability Insights

Jeremy D. Stack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Daniel Stack's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

KUBHERA ENTERPRISES LLC

Primary Firm SEC Registration

GREENSPRING ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/1/2022

Series 65

Date: 5/3/2021

Series 7TO

Date: 2/24/2022

SIE

Date: 12/29/2021

Current Firm

GREENSPRING ADVISORS, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREENSPRING ADVISORS, LLC

TRUST BUT VERIFY

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