Jake
Kosmala
Stratos Wealth Advisors LLC
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About this Advisor
Jake Kosmala is a financial advisor based in Brentwood, Tennessee, working with Stratos Wealth Advisors LLC. Jake has previously held positions at Flagship Financial Advisors, Heartland Bank And Trust Company, Taiber Kosmala & Associates, LLC, Eagle Brook Country Club, Fox Valley Park District, North Central College, Aurora University, and Homeschooled. Jake has passed the Series 65 regulatory exam and is registered to provide services in Tennessee. Currently, Jake is part of Stratos Wealth Advisors LLC, which operates out of Brentwood, Tennessee. The firm has 31 offices and 99 employees. The firm manages assets totaling $4.2 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 Advisors LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stratos Wealth Advisors LLC Brokerage Details
$4,214,850,042
99
12,529
$336,408
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
Jake Kosmala Work History
Flagship Financial Advisors
Heartland Bank And Trust Company
Taiber Kosmala & Associates, LLC
Eagle Brook Country Club
North Central College
Fox Valley Park District
Aurora University
Homeschooled
Disclosures
Please visit the SEC profile of Jake Kosmala 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 Advisors LLC
Rochester, NY
Northbrook, IL
Myrtle Beach, SC
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Dublin, OH
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