Fairfax, VA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Stratos Wealth Advisors LLC
Multi-team
Firm-wide stats for Stratos Wealth Advisors LLC
About
Stratos Wealth Advisors, LLC is an SEC‑registered, multi‑team advisory firm with about 71 advisors, roughly $5.57 billion in assets under management, and approximately 4,928 clients across 31 offices. The firm serves individuals (including high‑net‑worth clients), trusts, retirement plans and institutional accounts, offering financial planning, advisor‑managed wrap and non‑wrap portfolio management, third‑party manager (TPIA) programs, OCIO solutions and insurance consulting.
Stratos delivers advice through a network of supervised investment advisory representatives (IARs), most of whom are independent contractors, who construct customized asset allocations and manage portfolios on both discretionary and non‑discretionary bases; fee arrangements typically include asset‑based (percentage‑of‑AUM) and negotiated flat or subscription fees. IARs can implement strategies using model portfolios, affiliated and unaffiliated sub‑advisers, and multiple custodial and managed‑account platforms (including Fidelity, Schwab, SEI Private Trust Company, Envestnet and SIMC programs).
What is distinctive about Stratos is its December 3, 2025 strategic investment relationship that places the firm under common indirect ownership with SEI entities, creating formal affiliations with SEI Investment Management Corporation (SIMC) and SEI Private Trust Company (SPTC). Those affiliations give Stratos access to SEI proprietary products, the SEI Access Marketplace and an SEI platform (and result in certain custodial arrangements such as SPTC custody, the SEI Integrated Cash Program with FDIC sweep features and a 1% cash requirement), which the firm discloses as creating potential conflicts of interest and economic benefits to affiliated parties when affiliated products or services are recommended.
Based on Stratos Wealth Advisors LLC
Location
12015 Lee Jackson Highway, Suite 110
Fairfax VA 22033
Advisors at this office
2
Advisors at this office
Jan K
CFP®, Series 63, Series 65
Fairfax, VA
Stratos Wealth Advisors LLC
Jan Kowal is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Stratos Wealth Advisors LLC since 2021. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory work, Kowal is involved in operating an investment advisory and financial planning business under Kowal Financial Advisors and holds interests in several businesses including an oil and lube operation and a gas station with a convenience store. Stratos Wealth Advisors LLC is an SEC-registered, multi-team firm with 71 advisors managing approximately $5.57 billion in assets for individual, trust, retirement plan, and institutional clients. The firm offers customized financial planning and portfolio management solutions through a network of supervised independent advisory representatives and maintains a strategic affiliation with SEI entities.
Jason K
Series 63, Series 65
Fairfax, VA
Stratos Wealth Advisors LLC
Jason Kowal is a financial advisor at Stratos Wealth Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Financial Engines Advisors L.L.C., Edelman Financial Services, LLC, and EF Legacy Securities, LLC. Outside of his advisory role, he is involved as an agent for various insurance companies and provides financial planning and advisory services through Kowal Financial Advisors. Stratos Wealth Advisors is a multi-team SEC-registered firm with approximately 71 advisors managing about $5.57 billion in assets for individuals, trusts, retirement plans, and institutional accounts. The firm offers customized portfolio management, third-party manager programs, OCIO solutions, and insurance consulting, with access to SEI proprietary products and platforms through a strategic ownership relationship.
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