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Jake Patrick Kosmala

Stratos Wealth Advisors LLC

Brentwood, TN

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Current Employers
Stratos Wealth Advisors Llc

3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-06-04
  • TN RA
    APPROVED
    Since 2024-06-04

Branch Locations

5200 Maryland Way, Ste 202, Brentwood, TN 37027 • 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
Flagship Financial Advisors Brentwood TN 04/2024 Present
Heartland Bank And Trust Company Aurora IL 06/2022 04/2024
Taiber Kosmala & Associates, Llc Chicago IL 04/2021 06/2021
Eagle Brook Country Club Geneva IL 04/2019 03/2021
Fox Valley Park District Aurora IL 08/2018 03/2024
North Central College Naperville IL 08/2019 12/2021
Aurora University Aurora IL 08/2017 07/2019
Homeschooled St. Charles IL 08/2013 07/2017
  • 04/2024 → Present
    Flagship Financial Advisors
    Brentwood, TN
  • 06/2022 → 04/2024
    Heartland Bank And Trust Company
    Aurora, IL
  • 04/2021 → 06/2021
    Taiber Kosmala & Associates, Llc
    Chicago, IL
  • 04/2019 → 03/2021
    Eagle Brook Country Club
    Geneva, IL
  • 08/2018 → 03/2024
    Fox Valley Park District
    Aurora, IL
  • 08/2019 → 12/2021
    North Central College
    Naperville, IL
  • 08/2017 → 07/2019
    Aurora University
    Aurora, IL
  • 08/2013 → 07/2017
    Homeschooled
    St. Charles, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-23
  • S65 Uniform Investment Adviser Law Examination
    2024-05-23

View on SEC IAPD

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TRANQUILITY PARTNERS, LLC
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SANCTUARY ADVISORS, LLC
TRUIST ADVISORY SERVICES, INC.
GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK
RELEVANCE CAPITAL MANAGEMENT, LLC

Other Investors

BARRY KIRK MCCALL
BENJAMIN THOMAS BASS
STERLING AUSTIN COLEY
STEVE TU-RAN ALVERSON
AARON ALAN ZAUNER
David M Dorsett
BENTLEY YEISER LONDON
BILLY RAY CALDWELL

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BRENTWOOD, TN
CALDWELL ADVISORS, LLC · BRENTWOOD, TN
TRANQUILITY PARTNERS, LLC · BRENTWOOD, TN
EDWARD JONES · BRENTWOOD, TN
SANCTUARY ADVISORS, LLC · Brentwood, TN
TRUIST ADVISORY SERVICES, INC. · BRENTWOOD, TN
SANCTUARY ADVISORS, LLC · BRENTWOOD, TN
GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK · BRENTWOOD, TN

More in Brentwood, TN

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