Start Planning Your Future Today
Jared Stanley, CFP®, Senior Financial Advisor
CUSO Financial Services, L.P.*
Partner with Jared to create a customized plan and receive exceptional service.
Navigate Your Financial Plan
“With more than 8 years of experience as a financial advisor, I have a broad range of experience and unique knowledge and skills. My passion is helping 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 to my clients, while giving them the confidence that they deserve.”
Check the background of this financial professional on FINRA’s BrokerCheck.
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.
- Series 7 General Securities Representative
- Series 66
- CERTIFIED FINANCIAL PLANNER™
Jared's regional coverage includes Citadel’s South Coatesville, Thorndale, Oxford, and Chadds Ford offices.
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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.