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Jack Ryan Shultz

Stratos Wealth Partners, Ltd.

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About Jack Ryan Shultz

Jack Ryan Shultz is a registered representative with Stratos Wealth Partners, Ltd. Jack is licensed to provide investment advice and sell securities in Ohio and Texas. Jack has 2 years of experience in the financial services industry. Jack has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Jack also holds a license to sell insurance in Ohio. Jack provides investment advisory services to individual investors and businesses. Jack is a graduate of The Ohio State University and is a member of the Financial Planning Association.

Firm Information

Jack Shultz 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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Jack Shultz’s Registration & Firm History

OH

10/01/2024 - Present

Stratos Wealth Partners, Ltd. (Tiffin OH)

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Licenses & Designations

BC

Issued 08/15/2024

Series 7TO - General Securities Representative Examination

BC

Issued 06/18/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jack Ryan Shultz.
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