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Brita Michele Jones

Stratos Wealth Partners, Ltd.

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About Brita Michele Jones

Brita Michele Jones is a financial advisor with Stratos Wealth Partners, Ltd. Brita has been in the industry since October 1999. Her firm offers investment advisory and financial planning services. Brita is registered with FINRA and has a Series 7, Series 6, and SIE licenses. She is also a Chartered Financial Consultant (ChFC) and specializes in various areas, including estate planning, retirement planning, and investment management.

Firm Information

Brita Jones is currently registered with Stratos Wealth Partners, Ltd.. Stratos Wealth Partners, Ltd. is a wealth management firm headquartered in Beachwood, Ohio, with a nationwide presence. They provide financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, insurance companies, and other financial institutions. The firm manages over $12 billion in assets for 37,396 clients.
Stratos Wealth Partners, Ltd.

3750 PARK EAST DR

BEACHWOOD, OH 44122

$12.53B

Assets Under Management

173

Total Clients

285

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets under management with third party managers

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Brita Jones’s Registration & Firm History

MD

03/14/2016 - Present

Stratos Wealth Partners, Ltd. (SILVER SPRING MD)

MD

10/08/1999 - 10/09/2007

UVEST FINANCIAL SERVICES GROUP, INC. (SILVER SPRING MD)

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Licenses & Designations

BOTH

Issued 02/04/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2003

Series 7 - General Securities Representative Examination

BC

Issued 09/28/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brita Michele Jones.
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