Jason
Borrasso

Stratos Wealth Partners, LTD

CRD#5614787
Investment Advisor
in Broadview Heights, OH

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About this Advisor

Jason Borrasso is a financial advisor based in Broadview Heights, Ohio, working with Stratos Wealth Partners, LTD. Jason has previously held positions at Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Lpl Financial LLC, and Stratos Wealth Partners, LTD. Jason has passed the Series 66 regulatory exam and is registered to provide services in Louisiana, Ohio, and Texas. Currently, Jason is part of Stratos Wealth Partners, LTD, which operates out of Broadview Heights, Ohio. 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 66

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

1929 E Royalton Rd, Bldg. A
Broadview Heights, OH 44147

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$12,533,266,805

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

562

OH Average: 34
Total Number of Accounts

37,396

OH Average: 1,972
Average Account Size

$335,150

OH 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 Borrasso Work History

2017 - Present (7 years)

Lpl Financial LLC

2017 - Present (7 years)

Stratos Wealth Partners, LTD

2016 - 2017 (1 year)

Massachusetts Mutual Life Insurance Company

2010 - 2017 (7 years)

Metlife Securities Inc

Disclosures

Please visit the SEC profile of Jason Borrasso 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

Marcia Ramos
Scottsdale, AZ
Matthew Traywick
Gallipolis, OH
Callen Schramm
Baton Rouge, LA
Latisha Blanchard
Baton Rouge, LA
Mark Ventura
Beachwood, OH
Frank Van Kirk
Gulfport, MS
Jeffrey Daniels
Akron, OH
Tonette Echols
Scottsdale, AZ

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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