Joshua Thomas Ericksen
Investment adviser representative at Stratos Wealth Partners, Ltd
17 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
17 years in the industry.
- Stratos Wealth Partners, Ltd.Dec 2024 to now
- LPL Financial LLCSep 2024 to now
- UnemployedMay 2024 to Sep 2024
- PatternDec 2023 to Apr 2024
- Lakeshore Partners LLCSep 2023 to Dec 2023
- Brooks Pest ControlJan 2021 to Sep 2023
- Brigham Young UniversityAug 2020 to May 2024
- DoterraApr 2020 to Aug 2020
- The Church of Jesus Christ of Latter-day SaintsAug 2018 to Apr 2020
- Levi'sJun 2017 to Apr 2018
- Lone Peak High SchoolAug 2015 to May 2018
- Utah Youth SoccerAug 2009 to Oct 2022
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7961206
- Firm CRD
- 153184