Jeremy
Staadeker

Steward Partners Investment Advisory, LLC

CRD#5857488
Investment Advisor
in Washington, DC
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About this Advisor

Jeremy Staadeker is a certified financial planner working out of Washington, D.C., with a total of 12 years of financial industry experience. Staadeker works at Steward Partners Investment Advisory, LLC. During their career, Staadeker has held roles at Wells Fargo Clearing Services, LLC, Steward Partners Global Advisory, Wells Fargo Advisors LLC, Ryansharkey, Llp, Raymond James Financial Services, Inc and Steward Partners Investment Advisory, LLC. Staadeker holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Washington, D.c., Texas and Louisiana. Steward Partners Investment Advisory, LLC is an advisory company that has its headquarters in Washington, D.C. The firm has offices in 17 locations and a total of 137 advisors. It oversees $5 billion in assets across its 12,434 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 17 charities and foundations. Of its 12,434 client accounts, 30% belong to high-net-worth investors who have greater than $1 million in investable assets. Steward Partners Investment Advisory, LLC provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors largely are based on the type of financial services provided. However, fees billed by Steward Partners Investment Advisory, LLC most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1776 I Street, Nw Suite 700
Washington, DC 20006

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$5,196,562,420

DC Average: $7,464,549,021
Total Number of Employees

199

DC Average: 88
Total Number of Accounts

13,391

DC Average: 3,892
Average Account Size

$388,064

DC Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Jeremy Staadeker Work History

Jeremy has 12 years of experience.

2018 - Present (1 years)

Steward Partners Global Advisory

2017 - Present (2 years)

Raymond James Financial Services, Inc

2017 - Present (2 years)

Steward Partners Investment Advisory, LLC

2016 - 2017 (1 years)

Wells Fargo Clearing Services, LLC

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

2006 - 2010 (4 years)

Ryansharkey, Llp

Disclosures

Jeremy Staadeker has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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