Jack Ryan Shultz
Investment adviser representative at Stratos Wealth Partners, Ltd
12 yearsExperience
2 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
12 years in the industry.
- Stratos Wealth Partners, Ltd.Oct 2024 to now
- LPL Financial LLCJun 2024 to now
- Financial Design Agency of OhioMay 2023 to Aug 2023
- Financial Design Agency of OhioMay 2022 to Aug 2022
- Honey Creek HomesMay 2022 to Aug 2022
- The Ohio State UniversityMay 2021 to May 2024
- Calvert High School and Calvert Middle SchoolAug 2014 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7566491
- Firm CRD
- 153184