Jeffrey Daniels
Jeffrey Daniels is a ChFC-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Akron, OH, with 22 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 21,699 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.
With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.
A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.
Location
291 N. Cleveland Massillon Road, Suite 100, Akron, OH, 44333
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
April 2014Customer Dispute
March 2003Customer Dispute
November 2002Other Business ActivitiesSells Insurance
Jeffrey operates JMD Financial Management for tax purposes since 2017. He also sells life insurance, annuities, and long-term care insurance, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
Previous Registrations
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.