JH
JH

Jason Hostetler

21 Years of Experience
Canton, OH
2 DisclosuresSells Insurance

Jason Hostetler is a registered investment advisor at Stratos Wealth Advisors LLC, based in Canton, OH, with 21 years of industry experience. Jason 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 6 more. Their firm serves 5,023 clients with $5.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
5,023 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.0% for advisor-managed non-wrap accounts. Fees are negotiable and vary by program, custodian, and investment representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4150 Belden Village St NW, Suite 605, Canton, OH, 44718

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2018
Criminal
February 2001
Final Disposition
Other Business ActivitiesSells Insurance

Jason is involved with Generation Investment Management, offering life insurance as part of strategic positions since 2019. This activity requires minimal time.

Employment History
Current Registrations
Stratos Wealth Advisors LLC
May 2018 - Present · 8 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2005 - April 2018 · 13 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2005 - April 2018 · 13 yrs 3 mos
State Registrations2 states
OHTX
Advisor

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.

Exams
No exam information available for this advisor.
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