Jan Kowal (CRD# 1619631) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Fairfax, VA and has over 37 years of experience in the finance industry. Jan Kowal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stratos Wealth Advisors, LLC | Fairfax, VA | Jul 2021 - Current | 2 |
| Financial Engines Advisors LLC | Sunnyvale, CA | Nov 2018 - Jul 2021 | 2 |
| Edelman Financial Services LLC | Fairfax, VA | Jan 1993 - Nov 2018 | 25 |
| Ef Legacy Securities, LLC | Henrico, VA | Apr 2016 - Oct 2018 | 2 |
| Sanders Morris Harris Inc. | Houston, TX | Dec 2005 - Apr 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1987 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1993 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- VA
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Total Assets Under Management4,215MILLIONS
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Total Number of Accounts12,529ACCOUNTS
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Average Account Value$336,408
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