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Current Employers
Stratos Wealth Partners, Ltd

3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-14
NJ RA APPROVED 2026-07-02
IL RA APPROVED 2026-07-01
NY RA APPROVED 2026-07-01
TX RA APPROVED 2026-07-01
WI RA APPROVED 2026-07-01
  • FL RA
    APPROVED
    Since 2026-07-14
  • NJ RA
    APPROVED
    Since 2026-07-02
  • IL RA
    APPROVED
    Since 2026-07-01
  • NY RA
    APPROVED
    Since 2026-07-01
  • TX RA
    APPROVED
    Since 2026-07-01
  • WI RA
    APPROVED
    Since 2026-07-01

Branch Locations

1700 Park Street #110, Naperville, IL 60563 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
National Planning Corporation Naperville IL 11/2015 10/2017
Securities America, Inc. Naperville IL 10/2017 06/2024
Securities America Advisors Naperville IL 10/2017 06/2024
Osaic Wealth, Inc. Naperville IL 06/2024 07/2026
Lpl Financial Llc Naperville IL 07/2026 Present
Stratos Wealth Partners, Ltd. Naperville IL 07/2026 Present
  • 11/2015 → 10/2017
    National Planning Corporation
    Naperville, IL
  • 10/2017 → 06/2024
    Securities America, Inc.
    Naperville, IL
  • 10/2017 → 06/2024
    Securities America Advisors
    Naperville, IL
  • 06/2024 → 07/2026
    Naperville, IL
  • 07/2026 → Present
    Lpl Financial Llc
    Naperville, IL
  • 07/2026 → Present
    Naperville, IL
Previous Registrations
  • 2024-06-14 → 2026-07-06
    St. Petersburg, FL
    Naperville, IL
  • 2017-10-23 → 2024-06-14
    Securities America Advisors, Inc.
    Naperville, IL
  • 2016-02-01 → 2017-11-06
    National Planning Corporation
    Napervile, IL
Other Businesses

1. 06/2026 - RPI - Financial Life Planners - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/1/2026 2. 06/2026 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/1/2026 3. 07/08/2026 - Stratos Wealth Partners - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 10/20/2025 - 160 hours per month/ 130 hours during trading - I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 7/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-29
S63 Uniform Securities Agent State Law Examination 2015-12-22
  • S65 Uniform Investment Adviser Law Examination
    2016-01-29
  • S63 Uniform Securities Agent State Law Examination
    2015-12-22
Designations
Other Names
  • Jared Lester

View on SEC IAPD

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