Charis Ivana Jones
Investment adviser representative at Stratos Investment Management, LLC
11 yearsExperience
2 statesRegistered in
$3.3BFirm assets
10 yearsFirm in business
Are you Charis Ivana Jones? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Experience
11 years in the industry.
- Stratos Investment Management, LLCOct 2025 to now
- Stratos Wealth Partners, Ltd.Oct 2025 to now
- LPL Financial LLCSep 2025 to now
- Hightower AdvisorsJun 2024 to Sep 2025
- LPL FinancialApr 2015 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (OH, SC).
Stratos Investment Management, LLC
$3.3BAssets managed
3Clients
6Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2626698
- Firm CRD
- 283850