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Nicole Jervis

8922 East Market St

Warren, OH

44484

Phone:

Email:

(330) 984-0390

Nicole Jervis is a wealth advisor affiliated with Stratos Wealth Partners in Warren, Ohio. Stratos Wealth Partners is a partner run organization that specializes in the practice and execution of comprehensive financial planning and implementation services. The firm is structured as a network of distinguished, experienced financial services practitioners spread through the country who are affiliated with LPL Financial.

With over 15 years of experience in the financial services industry, Nicole’s business is focused on providing investment advice and strategies for a wide range of clients including individuals, non-profits, corporations and multi-generational families. As a seasoned advisor, she is committed to communicating, educating and providing a high level of customer service to all of her clients. Nicole aims to accurately assess each client’s present and future financial and investment objectives.

Recently, Nicole earned the CRC designation, which enables her to specialize in retirement income and pre-retirement strategies, estate planning and succession planning.

Nicole graduated from The Ohio State University in 2001 and holds her Series 7, 24 & 63 registrations through LPL Financial and series 65 registration through Stratos Wealth Partners, as well as her Ohio, Pennsylvania and Florida Insurance licenses.

Nicole resides in Brookfield, OH with her husband and two children. She is an avid runner, and enjoys traveling, college football and spending quality time with her family and friends. She is actively involved in Center Point Church and various organizations including the National Association for Professional Women.

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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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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.

*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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