Jeffrey
Concepcion
Stratos Wealth Partners, LTD
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About this Advisor
Jeffrey Concepcion is a chartered financial consultant operating in Beachwood, Ohio who has 13 years of industry experience. Concepcion is currently employed by Stratos Wealth Partners, LTD. During their career, Concepcion has held roles at Lpl Financial, LLC, Stratos Wealth Partners, LTD, Stratos Wealth Securities and Fundamentum, LLC. Concepcion maintains a Series 63 license, certifying them as a securities agent, and can advise clients in Louisiana, Massachusetts, Ohio and Texas. Stratos Wealth Partners, LTD is a financial advisory business based out of Beachwood, OH. The company has offices in 101 locations and a total of 525 advisors. It has $10 billion in total assets among its 33,863 client accounts, making it one of the largest firms in the country by assets under management. The firm serves 82 charitable organizations. Of its 33,863 client accounts, just 5% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Stratos Wealth Partners, LTD performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules largely vary depending on the type of services offered. However, fee types billed by Stratos Wealth Partners, LTD most likely are comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stratos Wealth Partners, LTD Brokerage Details
$10,316,254,814
525
33,863
$304,647
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Concepcion Work History
Jeffrey has been registered as a financial advisor for 13 years.*
Fundamentum, LLC
Stratos Wealth Securities
Stratos Wealth Partners, LTD
Lpl Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Concepcion to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stratos Wealth Partners, LTD
Dalton, GA
Angola, IN
Conway, AR
Hudson, OH
Metairie, LA
Irvine, CA
Beachwood, OH
Millis, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
