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Jan Eric Kowal

Stratos Wealth Advisors LLC

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About Jan Eric Kowal

Jan Kowal is a financial advisor with over 30 years of experience in the financial services industry. Jan is currently registered with Stratos Wealth Advisors LLC in Fairfax, Virginia, and is also registered as an Investment Advisor Representative in Texas. Before joining Stratos Wealth Advisors LLC, Jan was a financial advisor at EF Legacy Securities, LLC and Sanders Morris Harris LLC. Jan specializes in providing financial planning services to individuals, families, and businesses. Jan is committed to helping clients achieve their financial goals.

Firm Information

Jan Kowal is currently registered with Stratos Wealth Advisors LLC. Stratos Wealth Advisors LLC is an investment advisory firm based in BEACHWOOD, OH. The firm manages $4.21 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. They offer a range of services including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. The firm is registered with the SEC and has a total of 104 employees, including 66 investment adviser representatives.
Stratos Wealth Advisors LLC

3750 PARK EAST DRIVE

BEACHWOOD, OH 44122

$4.21B

Assets Under Management

7

Total Clients

66

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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Jan Kowal’s Registration & Firm History

VA

08/03/2021 - Present

Stratos Wealth Advisors LLC (FAIRFAX VA)

VA

04/22/2016 - 10/31/2018

EF LEGACY SECURITIES, LLC (FAIRFAX VA)

VA

12/09/2005 - 04/22/2016

SANDERS MORRIS HARRIS LLC (FAIRFAX VA)

AZ

05/08/1997 - 12/08/2005

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

FL

01/25/1993 - 05/12/1997

WORLD INVEST CORPORATION (DEERFIELD BEACH FL)

GA

02/26/1987 - 01/06/1993

FSC SECURITIES CORPORATION (ATLANTA GA)

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Licenses & Designations

IA

Issued 02/17/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jan Eric Kowal. Review regulatory record here.
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