James Artale, financial advisor Aurora OH

James Artale

CRD Number: 6884986
Current Firm: Stratos Wealth Partners, Ltd

James Artale (CRD# 6884986) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Aurora, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Stratos Wealth Partners, Ltd Aurora, OH Jan 2020 - Current < 1
Lpl Financial, LLC Aurora, OH Dec 2019 - Current < 1
Stratos Wealth Partners, Ltd Aurora, OH Nov 2019 - Current 1
Brooks Brothers Aurora, OH May 2017 - Current 3
Kenston Baseball Association Kenston, OH May 2017 - Current 3
Axa Advisors, LLC New York, NY Jan 2019 - Sep 2019 < 1
Northwestern Mutual Investment Services LLC Cleveland, OH Jul 2018 - Jan 2019 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Dec 2017 - Jan 2019 1
Kenston Community Ed Chagrin Falls, OH Aug 2011 - Aug 2017 6
School Washington, PA Mar 2015 - May 2017 2
Lockkeepers Cleveland, OH Sep 2014 - Feb 2015 < 1
Unemployed Chagrin Falls, OH Sep 2007 - Aug 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for James R. Artale
Phone Number: 440-519-2500
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    5,707
    MILLIONS
  • Total Number of Accounts
    21,349
    ACCOUNTS
  • Average Account Value
    $267,321
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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