Jason
Nichols

Stratos Wealth Partners, LTD

CRD#5401068
Investment Advisor
in Lakewood Ranch, FL

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About this Advisor

Jason Nichols is a financial advisor operating in Lakewood Ranch, Florida, who has 1 year of industry experience. Nichols currently works for Stratos Wealth Partners, LTD. The advisor has gained experience at Global Financial Private Capital, LLC, Jason Nichols Financial, Inc and Stratos Wealth Partners, LTD. Nichols maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida, Maryland and Texas. Stratos Wealth Partners, LTD is a registered investment company operating out of Beachwood, OH. The company has offices in 101 locations and a total of 525 financial advisors. It has $10 billion in assets under management between its 33,863 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 82 charitable organizations. Of its 33,863 customer accounts, just 5% belong to high-net-worth investors who have greater than $1 million in assets. The business performs a number of services, including 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. Financial management fee schedules typically depend on which services the firm provides the client. Fees charged by Stratos Wealth Partners, LTD can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Lakewood Ranch, FL

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$10,316,254,814

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

525

FL Average: 34
Total Number of Accounts

33,863

FL Average: 1,972
Average Account Size

$304,647

FL 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

Jason Nichols Work History

Jason has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Stratos Wealth Partners, LTD

2018 - 2022 (4 years)

Jason Nichols Financial, Inc

2010 - 2018 (8 years)

Global Financial Private Capital, LLC

2008 - 2022 (14 years)

Jason Nichols Financial, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jason Nichols 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

Philip Garrett
Metairie, LA
Jesse Brady
Millis, MA
Daniel Scharlach
Angola, IN
Terrence Mckelvey
Beverly Hills, CA
Matthew Oliver
Dalton, GA
Jessica Lucius
Fostoria, OH
Donald Dietz
Conway, AR
Elaine Gennawey
Irvine, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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