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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrett? Claim Your ProfileJarrett Felton is a financial advisor registered with Stratos Wealth Advisors LLC. Jarrett is based in Rochester, NY, and has been in the financial industry since 2004. Jarrett has worked for several well-known firms in the industry, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and MetLife Securities Inc. Jarrett has a strong background in financial planning and portfolio management for businesses and individuals. Jarrett holds several industry certifications and is licensed in New York and Ohio.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
NY
05/20/2020 - Present
Stratos Wealth Advisors LLC (ROCHESTER NY)
NY
09/24/2012 - 03/19/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSFORD NY)
NY
09/29/2004 - 10/03/2012
METLIFE SECURITIES INC. (ROCHESTER NY)
NY
09/29/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROCHESTER NY)
IA
Issued 12/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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