JF
Jarrett K. Felton
STRATOS WEALTH ADVISORS LLC
ROCHESTER, NY 14614
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CRD#: 4837268
JF
Professional summary
Jarrett Keith Felton, who also goes by Jarrett Felton, is a registered financial advisor currently at STRATOS WEALTH ADVISORS LLC located in Rochester, New York.
Jarrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jarrett has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jarrett Felton
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION
2.NAME OF OUTSIDE BUSINESS ORGANIZATION: JARRETT FELTON (RENTAL PROPERTY)
3.INVESTMENT RELATED: N
4.ADDRESS OF BUSINESS: ROCHESTER, NEW YORK 14613
6.POSITION, TITLE, ASSOCIATION: OWNER,
7.START DATE OF RELATIONSHIP: 12/12/2007
8.NUMBER OF HOURS DEVOTED: 1 HOUR(S) QUARTERLY
9.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0
10.DUTIES: THIS IS SIMPLY A DUPLEX OF WHICH I BOUGHT BACK IN 12/2007 FOR INCOME AND AS A WAY TO DIVERSIFY BY INCOME PORTFOLIO. I DO NOT MANAGE ANY ASPECT OF THIS FOR I HAVE A PROPERTY MANAGEMENT FIRM LOCALLY HANDLING ALL THIS.
CRS (Client Relationship Summary) - RIA
Click below to view Jarrett Keith Felton's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 20, 2020 - Present
STRATOS WEALTH ADVISORS LLC
Office #1: 1 South Washington Street Suite 130, Rochester, NY 14614RIA
CRD#: 283816
ROCHESTER, NY
Past
December 21, 2012 - March 19, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PITTSFORD, NY
Past
September 24, 2012 - March 19, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PITTSFORD, NY
Past
September 29, 2004 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
ROCHESTER, NY
Past
September 29, 2004 - October 3, 2012
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
ROCHESTER, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
STRATOS WEALTH ADVISORS LLC
A. CARMI FINANCIAL, INC. | YOUNG AMERICAN WEALTH MANAGEMENT | WOZNY CAPITAL ADVISORS, LLC | VERITAS BOSTON WEALTH MANAGEMENT | TRUE NORTH WEALTH PARTNERS | THE RETIREMENT CORPORATION OF AMERICA | THE LOWRIE WEALTH MANAGEMENT GROUP | TAMARACK TRAIL INVESTMENT PARTNERS | SYNERGY WEALTH MANAGEMENT | STRATOS WEALTH ADVISORS LLC | SPAIN & SMITH WEALTH ADVISORS | RIVERVIEW WEALTH PARTNERS | RIVERBEND WEALTH MANAGEMENT | RETIREMENT CORPORATION OF AMERICA | RENO TAHOE WEALTH MANAGEMENT | PURPOSEFUL WEALTH | PISTONE WEALTH ADVISORS | PIERCE WEALTH PARTNERS | PARK EDGE ADVISORS | PALATINE HILL, LLC | NILSEN FINANCIAL SERVICES, LLC | NEXTIER WEALTH MANAGEMENT | NEW VIEW WEALTH ADVISORY | MCCANN WEALTH MANAGEMENT | MAJIED FINANCIAL GROUP, LLC | KYROS WEALTH MANAGEMENT | KOWAL FINANCIAL ADVISORS | JF WEALTH MANAGEMENT, LLC | INVESSENT WEALTH MANAGEMENRT | INTERSECTING WEALTH, LLC | GIERL AUGUSTINE INVESTMENT MANAGEMENT | GENERATIONS INVESTMENT MANAGEMENT | GA INVESTMENT MANAGEMENT | FREITAS WEALTH MANAGEMENT GROUP | FLAGSHIP FINANCIAL ADVISORS | FELLER WEALTH MANAGEMENT | EMERITUS WEALTH MANAGEMENT | CLAPBOARD HILL PRIVATE WEALTH | CENTURY WEALTH PARTNERS | BARNWOOD CAPITAL | AUGUST WEALTH ADVISORS | ACMEJACKWEALTHMANAGEMENT
CRD#: 283816 / SEC#: 801-108211
RIA
Registered Investment Advisory firm - (8/15/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(2/12/2021)
IAR
Ohio(5/20/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SW
STRATOS WEALTH ADVISORS LLC
A. CARMI FINANCIAL, INC. | YOUNG AMERICAN WEALTH MANAGEMENT | WOZNY CAPITAL ADVISORS, LLC | VERITAS BOSTON WEALTH MANAGEMENT | TRUE NORTH WEALTH PARTNERS | THE RETIREMENT CORPORATION OF AMERICA | THE LOWRIE WEALTH MANAGEMENT GROUP | TAMARACK TRAIL INVESTMENT PARTNERS | SYNERGY WEALTH MANAGEMENT | STRATOS WEALTH ADVISORS LLC | SPAIN & SMITH WEALTH ADVISORS | RIVERVIEW WEALTH PARTNERS | RIVERBEND WEALTH MANAGEMENT | RETIREMENT CORPORATION OF AMERICA | RENO TAHOE WEALTH MANAGEMENT | PURPOSEFUL WEALTH | PISTONE WEALTH ADVISORS | PIERCE WEALTH PARTNERS | PARK EDGE ADVISORS | PALATINE HILL, LLC | NILSEN FINANCIAL SERVICES, LLC | NEXTIER WEALTH MANAGEMENT | NEW VIEW WEALTH ADVISORY | MCCANN WEALTH MANAGEMENT | MAJIED FINANCIAL GROUP, LLC | KYROS WEALTH MANAGEMENT | KOWAL FINANCIAL ADVISORS | JF WEALTH MANAGEMENT, LLC | INVESSENT WEALTH MANAGEMENRT | INTERSECTING WEALTH, LLC | GIERL AUGUSTINE INVESTMENT MANAGEMENT | GENERATIONS INVESTMENT MANAGEMENT | GA INVESTMENT MANAGEMENT | FREITAS WEALTH MANAGEMENT GROUP | FLAGSHIP FINANCIAL ADVISORS | FELLER WEALTH MANAGEMENT | EMERITUS WEALTH MANAGEMENT | CLAPBOARD HILL PRIVATE WEALTH | CENTURY WEALTH PARTNERS | BARNWOOD CAPITAL | AUGUST WEALTH ADVISORS | ACMEJACKWEALTHMANAGEMENT
CRD#: 283816 / SEC#: 801-108211
RIA
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Contact information
Main Address
3750 Park East Drive Suite 200, Beachwood, OH 44122
Mailing Address
Phone number
(440) 519-2500
Established
Firm type
Fiscal year end
# of Employees
181
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,432 |
| AUM (Assets Under Management) | $ 4,905,828,030 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATOS WEALTH ADVISORS LLC
CRD#: 283816Rochester, NY 14614TRUST BUT VERIFY
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