Jay
Brewer

Stratos Wealth Partners, LTD

CRD#3265909
Investment Advisor
in Thousand Oaks, CA

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About this Advisor

Jay Brewer is a financial advisor based in Thousand Oaks, California, working with Stratos Wealth Partners, LTD. Jay has previously held positions at Shuster Advisory Group, LLC, Eq Financial Consultants, Inc, Brewer & Tominaga Cpas Llp, and The Equitable Life Assurance Society Of The United States. Jay is registered to provide services in California. Currently, Jay is part of Stratos Wealth Partners, LTD, which operates out of Thousand Oaks, California. The firm has 101 offices and 562 employees. The firm manages assets totaling $12.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Stratos Wealth Partners, LTD includes asset-based, hourly, fixed, and other fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

310 N. Westlake Blvd., Suite 260
Thousand Oaks, CA 91362

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$12,533,266,805

CA Average: $2,106,341,625
Total Number of Employees

562

CA Average: 34
Total Number of Accounts

37,396

CA Average: 1,972
Average Account Size

$335,150

CA Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jay Brewer Work History

2022 - Present (2 years)

Shuster Advisory Group, LLC

1999 - Present (25 years)

Eq Financial Consultants, Inc

1999 - Present (25 years)

The Equitable Life Assurance Society Of The United States

1986 - Present (38 years)

Brewer & Tominaga Cpas Llp

Disclosures

Please visit the SEC profile of Jay Brewer 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 Stratos Wealth Partners, LTD

Callen Schramm
Baton Rouge, LA
Frank Van Kirk
Gulfport, MS
Mark Ambrose
Bradford Woods, PA
Mark Obrock
Columbus, OH
Noah Wiggins
Norfolk, VA
Dante Grenci
Sewickley, PA
Heather Schramm
Baton Rouge, LA
Anne Dimon
Columbus, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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