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JY
CFP
JY
CFP

John Young

Stratos Wealth Partners, LTD
18 Years of Experience
New Braunfels, TX
View SEC Summary
View SEC Summary

John Young is a CFP-designated registered investment advisor at Stratos Wealth Partners, LTD, based in New Braunfels, TX, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 25,391 clients with $19B in assets under management.

Stratos Wealth Partners, LTD
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
384 advisors
Number of Clients
25,391 clients
Average Client Portfolio
$734K average
Assets Under Management
$18.6B

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 and SWM accounts. Specific program fees may vary up to 3.0% depending on the chosen platform, custodian, or third-party manager.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

144 Landa Street, Suite 152, New Braunfels, TX, 78130

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is a part owner and landlord for Wurst Partners LLC and several rental properties since 2017. He also serves on the investment committee for the New Braunfels Community Foundation.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Stratos Wealth Advisors LLC
February 2021 - July 2024 · 3 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - February 2021 · 10 yrs 1 mo
Wells Fargo Clearing Services, LLC
January 2011 - February 2021 · 10 yrs 1 mo
Wells Fargo Investments, LLC
September 2010 - January 2011 · 4 mos
Wells Fargo Investments, LLCBroker
September 2010 - January 2011 · 4 mos
Capital One Investment Services LLCBroker
July 2008 - August 2010 · 2 yrs 1 mo
State Registrations2 states
LATX
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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