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Jared Stanley, CFP®, Senior Financial Advisor

investments

Jared Stanley

CUSO Financial Services, L.P.*

Partner with Jared to create a customized plan and receive exceptional service.

Navigate Your Financial Plan

"I offer clients financial advice built on broad experience and unique industry knowledge. My passion is helping my clients navigate the complicated environment of investments, insurance, and estate planning.

I look forward to meeting with you and learning about your personal financial goals. My goal is to educate and provide exceptional advice while giving you the confidence that you deserve.

With over 11 years of securities experience, I’ve encountered a wide array of situations and am well prepared to guide you and your family safely and efficiently towards reaching your financial goals."

Check the background of this financial professional on FINRA’s BrokerCheck.

About Jared

Jared graduated from Penn State University with a Business Administration Degree and focus in Financial Planning.

He is a CERTIFIED FINANCIAL PLANNERTM** professional. This certification identifies professionals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.

  • Securities Licensed in the following states: California, Delaware, Florida, Georgia, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Virginia
  • Series 7 General Securities Representative
  • Series 66
  • CERTIFIED FINANCIAL PLANNER™

Regional Coverage

Jared's regional coverage includes Citadel’s Thorndale, Oxford, and Kennett branches.

Schedule your complimentary consultation today!

With more than 8 years of experience as a financial advisor, Jared has a broad range of experience and unique knowledge and skills. Partner with Jared to create a customized plan and receive exceptional service.

Email: JaredStanley@CitadelBanking.com
Direct: (484) 713-3713
Fax: (610) 466-6432
Assistants: Cindy Lou Dunklebarger, (610) 380-6000, ext. 3340

Contact Jared today!

Schedule a consultation with Jared Stanley, Senior Financial Advisor; CUSO Financial Services, L.P.*


*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA / NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal.  Investment Representatives are registered through CFS.  Citadel has contracted with CFS to make non-deposit investment products and services available to credit union members. 

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.