Jessica
Brooks

Stratos Wealth Partners, LTD

CRD#6943128
Investment Advisor
in Ogden, UT

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About this Advisor

Jessica Brooks is a financial advisor based in Ogden, Utah, working with Stratos Wealth Partners, LTD. Jessica has previously held positions at Walmart, Lpl Financial, LLC, Stratos Wealth Partners, LTD, and Lpl Financial LLC. Jessica has passed the Series 66 regulatory exam and is registered to provide services in Texas and Utah. Currently, Jessica is part of Stratos Wealth Partners, LTD, which operates out of Ogden, Utah. 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

5929 S Fashion Pointe Drive Suite 204
Ogden, UT 84403

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Stratos Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$12,533,266,805

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

562

UT Average: 34
Total Number of Accounts

37,396

UT Average: 1,972
Average Account Size

$335,150

UT 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

Jessica Brooks Work History

2019 - Present (5 years)

Stratos Wealth Partners, LTD

2019 - Present (5 years)

Lpl Financial LLC

2018 - Present (6 years)

Walmart

2018 - 2019 (1 year)

Lpl Financial, LLC

2018 - 2019 (1 year)

Stratos Wealth Partners, LTD

2000 - 2018 (18 years)

Walmart

Disclosures

Please visit the SEC profile of Jessica Brooks 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

Andrew Stall
Harvey, LA
Noah Wiggins
Norfolk, VA
Matthew Traywick
Gallipolis, OH
Kendra Bullock
Norfolk, VA
Jeffrey Daniels
Akron, OH
Frank Van Kirk
Gulfport, MS
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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