Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Kowal is a financial advisor with Stratos Wealth Advisors LLC. Jason has been in the industry for 7 years. He is registered in Texas and Virginia as an Investment Advisor Representative. Jason has a Series 7, Series 63, and Series 65 licenses and a SIE designation. He has experience with financial planning, pension consulting, and portfolio management for individuals and businesses. Prior to joining Stratos Wealth Advisors LLC, Jason worked at EF LEGACY SECURITIES, LLC, Sanders Morris Harris LLC, Edelman Financial Services, LLC, and Financial Engines Advisors L.L.C.
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
VA
07/30/2021 - Present
Stratos Wealth Advisors LLC (FAIRFAX VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
11/03/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
IA
Issued 03/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jason Kowal is the right advisor for you? Invested Better is here to help.
