Jeremy
Staadeker

Steward Partners Investment Advisory, LLC

CRD#5857488
Investment Advisor
in Mc Lean, VA

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About this Advisor

Jeremy Staadeker is a certified financial planner based out of Mc Lean, Virginia, with a total of 6 years of industry experience. Staadeker is currently employed by Steward Partners Investment Advisory, LLC. During their career, Staadeker has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory and Steward Partners Investment Solutions, LLC. Staadeker maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Louisiana, Texas and Virginia. Steward Partners Investment Advisory, LLC is a financial advisory company operating out of New York, NY. It has offices in 45 locations and a total of 363 financial advisors. It administers $12 billion in assets under management among its 27,637 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 45 charities and foundations. Of its 27,637 client accounts, 55% belong to high-net-worth clients who have more than $1 million in assets. The business performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fee schedules depend on which services the firm provides the client. However, fees billed by Steward Partners Investment Advisory, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 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

Office Location

1800 Tysons Blvd. Suite 360
Mc Lean, VA 22102

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$12,168,947,752

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

363

VA Average: 88
Total Number of Accounts

27,637

VA Average: 3,892
Average Account Size

$440,314

VA Average: $1,917,921

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 been registered as a financial advisor for 6 years.*

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2018 - Present (6 years)

Steward Partners Global Advisory

2017 - Present (7 years)

Raymond James Financial Services, Inc

2017 - Present (7 years)

Steward Partners Investment Advisory, LLC

2017 - Present (7 years)

Steward Partners Global Advisory

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeremy Staadeker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Steward Partners Investment Advisory, LLC

Robert Ibrahim
Somerville, NJ
Kaitlyn Ramsay
Manchester, NH
Lorraine Dickman
Paramus, NJ
James Gold
Washington, DC
Robert Slatkin
New York, NY
Michael Heath
Clearwater, FL
Alice Winters
New York, NY
Dino Johnson
Albany, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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