Nicole Jervis
Nicole Jervis is a registered investment advisor at Stratos Wealth Partners, LTD, based in Warren, OH, with 23 years of industry experience. Nicole 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
8922 E. Market Street, Warren, OH, 44484
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2018Customer Dispute
April 2005Other Business ActivitiesSells Insurance
Nicole is affiliated with Jervis Financial Group and Stratos Wealth Partners, spending most of her time providing investment advisory services through Stratos Wealth Partners, LTD. She also co-owns Jervis Insurance Agency and Jervis Insurance Group, LLC, and is an agent for Humana and Agent Pipeline, selling non-variable insurance products.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
The Huntington Investment Company
The Huntington Investment CompanyBroker
Bbva Compass Investment Solutions, INCBroker
Banc One Securities CorporationBroker
State Registrations10 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.