Jarrett Felton (CRD# 4837268) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Rochester, NY and has over 19 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stratos Wealth Advisors, LLC | Rochester, NY | May 2020 - Current | 4 |
| Bank Of America, N.a | Pittsford, NY | Dec 2012 - Mar 2020 | 7 |
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Pittsford, NY | Sep 2012 - Mar 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2004 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
- NY
- OH
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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
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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