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Jason Scott Nichols

Investment adviser representative at Stratos Wealth Partners, Ltd
18 yearsExperience
3 statesRegistered in
$18.6BFirm assets
16 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

18 years in the industry.

  1. Stratos Wealth Partners, LtdJan 2022 to now
  2. Global Financial Private Capital, LLCMar 2010 to Mar 2018
  3. Jason Nichols Financial, Inc.Nov 2008 to Feb 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 3 states (FL, MD, TX).

Stratos Wealth Partners, Ltd

$18.6BAssets managed
25,391Clients
379Advisers
16 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
5401068
Firm CRD
153184
Advisor's SEC record (opens in a new tab)
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