Unclaimed Profile

Jennifer Carolynn Isaacs

STRATOS WEALTH PARTNERS, LTD·BEACHWOOD, Ohio

SIE, Series 3, Series 7, Series 9, Series 10, Series 63, Series 65Clean record21 years registeredSTRATOS WEALTH PARTNERS, LTD

3750 PARK EAST DR, BEACHWOOD, OH 44122CRD# 3020504Firm CRD# 153184

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Carolynn Isaacs · BEACHWOOD, OH

Registration

CRD #3020504 · STRATOS WEALTH PARTNERS, LTD · 21 years registered

Brand Profile

Not yet started

Career History

STRATOS WEALTH PARTNERS, LTD

Oct 2010 – present

LPL FINANCIAL LLC

Sep 2013 – Sep 2014

SAN DIEGO, CA

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Nov 2010

CARLSBAD, CA

CITIGROUP GLOBAL MARKETS INC.

Nov 2004 – Jun 2009

LA JOLLA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · November 12, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATOS WEALTH PARTNERS, LTD

CRD 153184 · SEC 801-71457

AUM

$12.5B

Regulatory assets under management

Employees

562

37,396 client accounts

Services offered by STRATOS WEALTH PARTNERS, LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STRATOS WEALTH PARTNERS, LTD →

Introduction

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Frequently Asked Questions

What services does Jennifer Carolynn Isaacs offer?

Jennifer Carolynn Isaacs specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEACHWOOD, Ohio for a consultation.

What are Jennifer Carolynn Isaacs's credentials?

Jennifer Carolynn Isaacs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Carolynn Isaacs located?

Jennifer Carolynn Isaacs is based in BEACHWOOD, Ohio, working with STRATOS WEALTH PARTNERS, LTD. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.

How does Jennifer Carolynn Isaacs charge for services?

Jennifer Carolynn Isaacs's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under management with third party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATOS WEALTH PARTNERS, LTD?

STRATOS WEALTH PARTNERS, LTD has approximately 562 employees and manages $12.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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