Jacob David Li
Investment adviser representative at Stratos Wealth Partners, Ltd
10 yearsExperience
1 stateRegistered in
$18.6BFirm assets
16 yearsFirm in business
Are you Jacob David Li? 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 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
10 years in the industry.
- Stratos Wealth Partners, Ltd.Nov 2025 to now
- Stratos Private WealthMay 2025 to Nov 2025
- QualcommJul 2023 to May 2025
- QualcommJun 2022 to Aug 2022
- Mrp Capital GroupJan 2022 to May 2022
- AirspaceMay 2021 to Aug 2021
- Ronin Surgical Corp.Jul 2020 to Aug 2020
- EvonexusApr 2020 to Oct 2020
- Washington UniversityAug 2019 to May 2023
- Boys and Girls Clubs of AmericaNov 2018 to Jun 2019
- Edico GenomeJun 2017 to Aug 2017
- Torrey Pines High SchoolAug 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8192540
- Firm CRD
- 153184