STRATOS
Jeff Concepcion is the founder and CEO of Stratos Wealth Partners, a company based in Beachwood, Ohio. Jeff established the company in 2008 to provide independent financial advisors with the necessary infrastructure and resources to grow their businesses. Prior to that, Concepcion worked at Lincoln Financial Group for over 20 years, where they held the role of Senior Vice President of Market Access.
Jeff Concepcion attended Trinity College-Hartford and earned a Bachelor of Arts (B.A.) degree in Political Science.
STRATOS
Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 75 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience. For a list of states in which we are registered to do business, please visit www.stratoswealth.com