Chris
Jordheim

Stratos Wealth Partners, LTD

CRD#3147752
Investment Advisor
in Mars, PA

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About this Advisor

Chris Jordheim is a financial advisor based in Mars, Pennsylvania who has 7 years of relevant experience. Jordheim currently works for Stratos Wealth Partners, LTD. Their career trajectory has included roles at Pnc Investments, Pnc Bank, Lpl Financial, LLC and Stratos Wealth Partners, LTD. Jordheim has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Louisiana, Pennsylvania and Texas. Stratos Wealth Partners, LTD is a registered investment business that has its headquarters in Beachwood, OH. The investment advisory business has offices in 101 locations and a total of 525 employees. It manages $10 billion in assets under management across its 33,863 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to 82 charitable organizations. Of its 33,863 client accounts, just 5% are associated with high-net-worth investors who have at least $1 million in assets. Stratos Wealth Partners, LTD has a broad array 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. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees billed by Stratos Wealth Partners, LTD most likely are comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

Mars, PA

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$10,316,254,814

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

525

PA Average: 34
Total Number of Accounts

33,863

PA Average: 1,972
Average Account Size

$304,647

PA 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

Chris Jordheim Work History

Chris has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Lpl Financial, LLC

2016 - Present (8 years)

Stratos Wealth Partners, LTD

2015 - 2015 (< 1 year)

Pnc Investments

2015 - 2016 (1 year)

Pnc Bank

2010 - 2015 (5 years)

Pnc Investments

*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 Chris Jordheim 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

Daniel Scharlach
Angola, IN
Luis Camacho
Beachwood, OH
Michael Karder
Hudson, OH
Philip Garrett
Metairie, LA
Terrence Mckelvey
Beverly Hills, CA
Jessica Lucius
Fostoria, OH
Matthew Oliver
Dalton, GA
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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