Jason Scott Nichols

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

• 03/2010 → 03/2018
  Global Financial Private Capital, Llc
  Sarasota, FL
• 11/2008 → 02/2022
  Jason Nichols Financial, Inc.
  Knoxville, MD
• 02/2018 → 02/2022
  Jason Nichols Financial, Inc.
  Knoxville, MD
• 01/2022 → Present
  Stratos Wealth Partners, Ltd
  Frederick, MD

Previous Registrations

• 2018-04-16 → 2022-02-28
  Nichols Financial
  Knoxville, MD
• 2010-03-26 → 2018-05-22
  Global Financial Private Capital, Inc.
  Knoxville, MD
  Sarasota, FL
• 2007-10-15 → 2008-09-29
  Lpl Financial Llc
  Gaithersburg, MD
  Gaithersburg, MD
  Gaithersburg, MD
  Gaithersburg, MD
  Germantown, MD
  Montgomery Village, MD
  Woodbine, MD
  Damascus, MD
  Montgomery Village, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-12
• S63 Uniform Securities Agent State Law Examination
  2007-08-28