Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
1,218 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$3.8B
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
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Contact
Jeremy Stack
Location
One West Pennsylvania Avenue, Suite 500, Towson, MD, 21204
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeremy manages a family partnership with private real estate investments through NWM Capital LLC since 2018. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Greenspring Advisors, LLC
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
February 2022 - October 2022 · 8 mos
Raymond James Financial Services Advisors, INC
January 2022 - October 2022 · 9 mos
Kubhera Enterprises LLC
May 2021 - February 2022 · 9 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.
Contact
Jeremy Stack