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 working in San Diego, California with 13 years of industry experience. Hart works at Stratos Wealth Partners, LTD. Their career trajectory has included roles at Lpl Financial, LLC, Lpl Financial LLC and Stratos Wealth Partners, LTD. Hart has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in California, Louisiana, Ohio and Texas. Stratos Wealth Partners, LTD is an advisory company based in Beachwood, OH. It has offices in 101 locations and a total of 525 people on staff. It handles $10 billion in total assets across its 33,863 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 82 charitable organizations. Of its 33,863 client accounts, just 5% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a number of services, such as 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 fees largely vary depending on which service is provided. Fees charged by Stratos Wealth Partners, LTD may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 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

12348 High Bluff Drive Sute 240
San Diego, CA 92130

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$10,316,254,814

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

525

CA Average: 34
Total Number of Accounts

33,863

CA Average: 1,972
Average Account Size

$304,647

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

Jennifer has been registered as a financial advisor for 13 years.*

2017 - Present (7 years)

Lpl Financial, LLC

2010 - Present (14 years)

Stratos Wealth Partners, LTD

2010 - 2015 (5 years)

Lpl Financial LLC

*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 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

Ashley Graham
Westlake, OH
Luis Camacho
Beachwood, OH
Philip Garrett
Metairie, LA
Terrence Mckelvey
Beverly Hills, CA
Michael Karder
Hudson, OH
Jessica Lucius
Fostoria, OH
Donald Dietz
Conway, AR
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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