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JM
CFP
JM
CFP

Jeremy Mincks

Stratos Wealth Partners, LTD
13 Years of Experience
Irvine, CA
Broker
View SEC Summary
View SEC Summary

Jeremy Mincks is a CFP-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Irvine, CA, with 13 years of industry experience. Jeremy is also registered as a broker, so some compensation may come from commissions on products sold. 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
386 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

32 Executive Park, Suite 130, Irvine, CA, 92614

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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

Jeremy works full-time providing investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. He also uses Stratos Wealth Partners as a DBA for his LPL business.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
November 2016 - Present · 9 yrs 11 mos
LPL Financial LLCBroker
January 2015 - Present · 11 yrs 9 mos
Previous Registrations
LPL Financial LLC
January 2015 - March 2017 · 2 yrs 2 mos
Edward Jones
April 2013 - October 2014 · 1 yr 6 mos
Edward JonesBroker
January 2013 - October 2014 · 1 yr 9 mos
State Registrations8 states
AKAZCACOKYLANVTX
AdvisorBrokerBoth

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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