Jack Ryan Shultz
Advisor at Stratos Wealth Partners, Ltd — Tiffin, OH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
2 years
Location
Tiffin, OH 44883
Stratos Wealth Partners, Ltd
Enterprise
Jack Shultz is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial LLC and Financial Design Agency of Ohio. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers advisor-managed and model portfolios, access to third-party manager programs, and a range of financial planning services utilizing an open-architecture approach.
Based on Stratos Wealth Partners, Ltd
Based on Stratos Wealth Partners, Ltd
Flat fees for financial planning services; IAR-negotiated and client agreed prior to services.
$0+: up to 2.0% annually (maximum annual advisory fee for SWM and other advisor-managed non-wrap accounts) $5,000+: minimum account value required to enroll in GWP Managed Service (an LPL Financial sponsored advisory program) $10,000+: minimum account value required for SWM and advisor-managed non-wrap accounts $10,000+: minimum account size for LPL Financial Optimum Market Portfolios (OMP) program $25,000+: minimum account size for LPL Financial Model Wealth Portfolios (MWP) program $100,000+: minimum account size for LPL Financial Manager Access Select (MAS)/Managed Access Network (MAN) Program $250,000+: minimum account size for LPL Financial Personal Wealth Portfolios Program (PWP) $250,000+: minimum investment for Envestnet ONE Unified Managed Account (UMA)
Certain IARs are registered representatives of LPL Financial and may earn commissions for securities and insurance products sold outside advisory accounts.
Hourly consulting services typically up to $500 per hour; fees negotiated by IARs.
Subscription financial planning services with recurring negotiated fees on monthly or quarterly basis, possibly with onboarding fees.
Account minimum: $10,000 Fee-only: Financial Planning/Consulting fees are negotiable; hourly fees typically up to $500 per hour, flat fees, subscription fees negotiable by IARs, with onboarding fees possible for subscription services.
Tiffin, OH
40 East Perry Street
Tiffin OH 44883
Advisors at this office
3
Ohio · Texas
2 years of industry experience
Stratos Wealth Partners, Ltd.
2024 - Present • 2 years
Tiffin, OH
LPL Financial LLC
2024 - Present • 2 years
Tiffin, OH
Financial Design Agency of Ohio
2023 - 2023 • 1 year
Tiffin, OH
Financial Design Agency of Ohio
2022 - 2022 • 1 year
Tiffin, OH
Honey Creek Homes
2022 - 2022 • 1 year
Tiffin, OH
The Ohio State University
2021 - 2024 • 3 years
Columbus, OH
Calvert High School and Calvert Middle School
2014 - 2021 • 7 years
Tiffin, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")