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 who works in Broadview Heights, Ohio with a total of 6 years of relevant experience. Borrasso currently works for Stratos Wealth Partners, LTD. Throughout their career, Borrasso has worked at Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Lpl Financial LLC and Stratos Wealth Partners, LTD. Borrasso maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Louisiana, Ohio and Texas. Stratos Wealth Partners, LTD is a registered investment business operating out of Beachwood, OH. The investment advisory business has offices in 101 locations and a total of 525 financial advisors. It has $10 billion in assets under management among its 33,863 customer accounts, placing it among the biggest 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% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm has a broad assortment 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. A financial advisor's fee schedules usually are based on which service is offered. Fee types charged by Stratos Wealth Partners, LTD can consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

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

$10,316,254,814

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

525

OH Average: 34
Total Number of Accounts

33,863

OH Average: 1,972
Average Account Size

$304,647

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

Jason has been registered as a financial advisor for 6 years.*

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

*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 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

Philip Garrett
Metairie, LA
Jesse Brady
Millis, MA
Jessica Lucius
Fostoria, OH
Michael Karder
Hudson, OH
Elaine Gennawey
Irvine, CA
Donald Dietz
Conway, AR
Luis Camacho
Beachwood, OH
Daniel Scharlach
Angola, IN

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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