Jared Anthony Marfisi
Investment adviser representative at Stratos Wealth Partners, Ltd
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Stratos Wealth Partners, Ltd.Mar 2026 to now
- LPL Financial LLCMar 2026 to now
- DoordashAug 2021 to now
- Environmental TransformationApr 2025 to Dec 2025
- Cetera Investment Advisers LLCApr 2024 to Apr 2025
- Cetera Investment Services LLCApr 2024 to Apr 2025
- First National Bank of PaApr 2024 to Apr 2025
- Massmutual Life Insurance CoOct 2023 to Feb 2024
- MML Investors Services, LLCMay 2023 to Feb 2024
- Marriott/toftrees Golf ResortMay 2022 to May 2023
- Invited Clubs/treesdale Country ClubMay 2019 to Aug 2021
- Cafardi, Ferguson, and WyrickApr 2017 to May 2020
- Narcisi WineryMar 2017 to Aug 2018
- The ClubhouseJan 2016 to Feb 2017
- Pine Richland School DistrictAug 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7734970
- Firm CRD
- 153184