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Jamie Turk

3750 Park East Dr Ste 200

Beachwood, OH

44122-4348

Phone:

Email:

(440) 991-1178

Jamie entered the financial services industry in 1999 with Sagemark Consulting, a division of Lincoln Financial Advisors. He later established Kotler, Turk, and Associates, an independent financial planning firm, in 2004. In 2017, he became a partner with Stratos Wealth Partners and joined LPL Financial.


Jamie attended Marietta College for his undergraduate degree and continued to Case Western Reserve University for his master’s degree.  Jamie holds Series 7 and 66 securities licenses through LPL Financial.  In addition, he maintains Life, Accident, and Health and Variable Annuity registrations in various states.


Jamie specializes in meeting the unique financial planning needs of successful business owners, professionals, and retirees. Investment planning and wealth management are key focal points with his clients.


Jamie is married to his high school sweetheart, Jennifer, and they have two beautiful children, Olivia and Christopher.

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Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​

Info@stratoswp.com

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Securities offered through LPL Financial, member FINRA/SIPC. 

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY.

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*On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

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