In January 2017, Jennifer joined Stratos Wealth Partners, Ltd as the Director of Advisory Compliance. She spent two years in the Compliance Department then transitioned to Operations as the Director of Advisory Operations, alongside Eric Beahn. Most recently, in March 2022, she transitioned back to the role of Director of Advisory Compliance. She is responsible for the oversight of the firm’s advisory compliance programs.
Jennifer began her career in 1991 at Roney & Co. Roney & Co. was acquired by Raymond James in 1999, where she spent most of her career. After briefly leaving Raymond James, she returned in 2007 as Complex Administrative Manager. Prior to joining Stratos, she was the Chief Compliance Officer at Financial Management Strategies, Inc. in Valley View, Ohio.
Jennifer currently holds FINRA series 7, 9/10, 24 & 63 registrations with LPL Financial, as well as Ohio Life & Health Insurance License.
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