Chris Ole Jordheim

Current Employers

Employment History

• 01/2016 → 09/2016
  Unemployed
  Pittsburgh, PA
• 09/2016 → Present
  Lpl Financial, Llc
  Pittsburgh, PA
• 08/2016 → Present
  Stratos Wealth Partners, Ltd.
  Pittsburgh, PA

Previous Registrations

• 2015-06-18 → 2015-12-17
  Pnc Wealth Management Llc
  Pittsburgh, PA
• 2004-07-30 → 2010-06-02
  Pnc Wealth Management Llc
  Seven Fields, PA
  Oakmont, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
• 1999-06-11 → 2004-07-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New Kensington, PA

Other Businesses

(1) 09/19/2016: Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - Sewickley, PA - Start 08/2016 - 160 Hr/Mo; 8 Hour(s) During Securities Trading; 100% Time Spent. (2) 10/06/2016: Stratos Wealth Partners Ltd. - Registered Investment Advisor Hybrid - DBA: (Hybrid) Stratos Wealth Partners - Investment Related - Sewickley, PA - Start 08/2016 - 160 Hr/Mo; 8 Hour(s) During Securities Trading; 100% Time Spent - I provide investment advisory services through STRATOS WEALTH PARTNERS, LTD, an independent investment advisor firm. I started this business activity in September 2016. 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. (3) 6/14/2018 - NexTier Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:06/12/2018 - 100 Hours Per Month/100 Hours During Trading. (4) 9/13/2018 - NexTier Wealth Management - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Program Manager - Start Date: 07/18/2018 - 100 Hours Per Month/100 Hours During Securities Trading. (5) 4/28/2021 - Stratos Wealth Partners, LTD - DBA: (Hybrid) 'Jordheim - Ambrose Wealth Management' - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 04/01/2021 - 160 Hours Per Month During Securities Trading. (6) 5/13/2021 - 'Jordheim - Ambrose Wealth Management' - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2021 - 160 Hours Per Month During Securities Trading. (7) 04/19/2023 - Harris Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 03/15/2023 - 250 Hours Per Month/160 Hours During Securities Trading (8) 06/09/2023 - Harris Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 03/15/2023 - 160 Hours Per Month/160 Hours During Securities Trading (9) 07/05/2024 - Jordheim Capital Group - Business Entity For Tax/Investment Purposes Only - Not investment Related - At Reported Business Location(s) - Start Date 03/01/2023 - 60 Hours Per Month/ 40 Hours During Trading (10) 07/11/2024 - CoNext Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/01/2024 - 200 Hours Per Month/ 8 Hours During Trading (11) 07/24/2024 - CoNext Wealth Partners - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 07/01/2024 - 60 Hours Per Month/ 40 Hours During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2015-04-24

Other Names

• Chris O Jordheim