Charis Ivana Jones

Current Employers

Employment History

• 04/2015 → 06/2024
  Lpl Financial
  Charlotte, NC
• 06/2024 → 09/2025
  Hightower Advisors
  Chicago, IL
• 09/2025 → Present
  Lpl Financial Llc
  Beachwood, OH
• 10/2025 → Present
  Stratos Wealth Partners, Ltd.
  Beachwood, OH

Previous Registrations

• 2024-06-11 → 2025-09-12
  Hightower Advisors, Llc
  Chicago, IL
  Tega Cay, SC
• 2015-04-22 → 2023-06-15
  Lpl Financial Llc
  Fort Mill, SC
• 2009-06-01 → 2015-04-22
  Morgan Stanley
  Purchase, NY
  New York, NY
  New York, NY
  New York, NY
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Purchase, NY
• 2005-09-12 → 2007-04-02
  Morgan Stanley Dw Inc.
  Purchase, NY
  Jersey City, NJ
• 2002-04-11 → 2005-08-17
  Citicorp Investment Services
  New York, NY

Other Businesses

1- 10/06/2025 / Stratos Wealth Partners / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) / Start Date:10/06/2025 - 160 hrs mth / 130 hrs during trading. 2) 10/08/2025 - Stratos Wealth Partners - Investment Related - At Reported Business Location (s) - Registered Investment Advisor DBA - Start Date:10/06/2025 - 160 Hrs/Mth - 130 Hrs During Trading. 3) 10/08/2025 - Stratos Wealth Partners - Investment Related -Registered Investment Advisor Hybrid - At Reported Business Location (s) - Start Date:10/06/2025 - 160 Hrs/Mth - 130 Hrs During Trading.I provide investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. I started this business activity in 10/2025. 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

• S65 Uniform Investment Adviser Law Examination
  1999-02-22
• S63 Uniform Securities Agent State Law Examination
  1999-01-29

Other Names

• Charis Ivana Watson