Broker Check
Jared Stanley, CFP®

Jared Stanley, CFP®

Wealth Advisor

(484) 713-3713

JaredStanley@CitadelBanking.com

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 distinctive 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 15 years of securities experience, I’ve encountered a wide array of situations and am well prepared to help 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 a 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 registrations 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 and Oxford.

Schedule your complimentary consultation today!


With more than 15 years of experience as a financial advisor, Jared has a broad range of experience and distinctive knowledge and skills. Partner with Jared to create a customized plan and receive exceptional service.

Email: JaredStanley@CitadelBanking.com
Direct: (484) 713-3713
Address
40 North Bailey Road, Thorndale, PA 19372
Assistants: Cindy Lou Dunklebarger, (484) 713-3787