Nicole Danielle Jervis

Employer firm

Stratos Wealth Partners, Ltd CRD 153184

$18.6B regulatory AUM 376 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → Present
  Lpl Financial, Llc
  Warren, OH
• 12/2015 → Present
  Stratos Wealth Partners, Ltd
  Warren, OH

Previous Registrations

• 2010-08-30 → 2016-01-05
  The Huntington Investment Company
  Youngstown, OH
  Brookfield, OH
  Campbell, OH
  Erie, PA
  Youngstown, OH
  Youngstown, OH
  Youngstown, OH
  Youngstown, OH
  Kinsman, OH
  Niles, OH
  Youngstown, OH
  Warren, OH
  Warren, OH
  Cortland, OH
  Hubbard, OH
  Erie, PA
  Warren, OH

Other Businesses

1) 2015-12-09 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Jervis Financial Group / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2015-11-04 - 160hrs/mth - 40hrs/mth during trading 2) 2015-12-09 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Stratos Wealth Partners / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2015-09-24 - 160hrs/mth - 40hrs/mth during trading 3) 2015-12-22 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - STRATOS WEALTH PARTNERS, LTD - Registered Investment Advisor DBA - Y - at reported business location(s) - 2015-11-04 - 160hrs/mth - 8hrs/mth during trading - 4) 2015-12-22 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Stratos Wealth Partners, LTD - Registered Investment Advisor Hybrid - Y - at reported business location(s) - 2015-09-24 - 160hrs/mth - 40hrs/mth during trading 5) 2016-01-15 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - STRATOS WEALTH PARTNERS, LTD - Registered Investment Advisor DBA - Y - at reported business location(s) - 2016-01-13 - 60hrs/mth - 60hrs/mth during trading - 6) 2016-08-22 - Jervis Insurance Agency - Insurance Agency - Y - The current address for this business in 790 Bedford Rd SE Brookfield Oh 44403 - 2016-08-18 - 1hrs/mth - 1hrs/mth during trading 7) 2016-08-24 - Humana - Non-Variable Insurance - Y - at reported business location(s) - 2016-08-10 - 1hrs/mth - 1hrs/mth during trading 8) 2016-11-04 - Agent Pipeline - Non-Variable Insurance - Y - at reported business location(s) - 2016-10-26 - 1hrs/mth - 1hrs/mth during trading 9) 2017-01-06 - Jervis Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Y - at reported business location(s) - 2017-01-03 - 1hrs/mth - 0hrs/mth during trading 10) 2017-09-14 - Jervis Insurance Group, LLC - Insurance Agency - Y - The current address for this business in 790 Bedford Rd SE Brookfield Oh 44403 - 2017-08-11 - 1hrs/mth - 1hrs/mth during trading 11) 2018-11-26 - Jervis Insurance Group, LLC - Tax Prep/Accounting/CPA - Y - The current address for this business in 790 Bedford Rd SE Brookfield Oh 44403 - 2018-08-20 - 1hrs/mth - 1hrs/mth during trading 12) 2023-12-05 - NDJ Partners LLC - Real Estate Rental - Y - 790 Bedford Rd SE Brookfield, Oh 44403 - 2023-10-05 - 5hrs/mth - 0hrs/mth during trading 13) 2026-05-06 - Key West Holdings - Real Estate Rental - Y - Key West FL - 2026-05-01 - 5hrs/mth - 2hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-03
• S63 Uniform Securities Agent State Law Examination
  2004-09-01

Other Names

• Nicole Danielle Edwards
• Nicole D. Jervis