Jennifer
Hart

Stratos Wealth Partners, LTD

CRD#3020504
Investment Advisor
in San Diego, CA

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About this Advisor

Jennifer Hart is a financial advisor based in San Diego, California, working with Stratos Wealth Partners, LTD. Jennifer has previously held positions at Lpl Financial, LLC, Stratos Wealth Partners, LTD, and Lpl Financial LLC. Jennifer has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Louisiana, Ohio, and Texas. Currently, Jennifer is part of Stratos Wealth Partners, LTD, which operates out of San Diego, 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.

Certifications and Registrations

Series 63, Series 65

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

12348 High Bluff Drive Sute 240
San Diego, CA 92130

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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

Jennifer Hart Work History

2017 - Present (7 years)

Lpl Financial, LLC

2010 - Present (14 years)

Stratos Wealth Partners, LTD

2010 - 2015 (5 years)

Lpl Financial LLC

Disclosures

Please visit the SEC profile of Jennifer Hart 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

John Nilson
Scottsdale, AZ
Michael Dibartolomeo
Sewickley, PA
Kendra Bullock
Norfolk, VA
James Burlingame
Harvey, LA
Latisha Blanchard
Baton Rouge, LA
Anne Dimon
Columbus, OH
Jeffrey Daniels
Akron, OH
Mark Ventura
Beachwood, OH

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