Base Management
46yrs
Top advisor by experience in Towson
5yrs
Jeremy Stack
Financial advisor at Greenspring Advisors
Jeremy Stack is a fiduciary financial advisor in Towson, Maryland, with 5 years in the industry. Jeremy joined Greenspring Advisors in 2022, after a year at Raymond James Financial Services Advisors and a year at Kubhera Enterprises. Jeremy holds the CFP® designation.
One of 310 advisors with offices in Towson, and one of 277 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeOne West Pennsylvania Avenue Suite 500, Towson, MD 21204
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.56 million
Advisors at the firm46
States licensed ?1 state
Services through Greenspring Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowGreenspring Advisors, LLCCurrent firm
- Jan 2022 – Oct 2022
- May 2021 – Feb 2022Kubhera Enterprises LLCPreviously
Questions to ask Jeremy
Tailored to Jeremy’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jeremy
How do I contact Jeremy?
Call Greenspring Advisors at (443) 564-4600 and ask for Jeremy Stack. Jeremy works from the Towson, MD office.
How long has Jeremy been a financial advisor?
Jeremy has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Jeremy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jeremy a fiduciary?
Jeremy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeremy paid?
Greenspring Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jeremy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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