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Jeffrey Alan Concepcion

Chief Executive Officer; ManagerStratos Wealth Advisors LLCCRD 1899367

About Jeffrey Alan Concepcion

Jeffrey Alan Concepcion is listed as Chief Executive Officer; Manager at Stratos Wealth Advisors LLC in Beachwood, OH. Form ADV reports a beneficial ownership band of Under 5%. Jeffrey Alan Concepcion is associated with 7 registered advisers.

Reported ownership

Owns Under 5% of Stratos Wealth Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Alan Concepcion work?

Jeffrey Alan Concepcion is listed as Chief Executive Officer; Manager at Stratos Wealth Advisors LLC on SEC Form ADV.

How much of Stratos Wealth Advisors LLC does Jeffrey Alan Concepcion own?

Form ADV reports a beneficial ownership band of Under 5%.

Stratos Wealth Advisors LLC

TitleChief Executive Officer; Manager
OwnershipUnder 5%
Control personYes
Since2021

Stratos Wealth Partners, Ltd

TitleChief Executive Officer, Manager
OwnershipUnder 5%
Control personYes
Since2021

Stratos Investment Management, LLC

TitleChief Executive Officer, Manager
OwnershipUnder 5%
Control personYes
Since2021

Stratos Wealth Advisors LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2016

Stratos Wealth Partners, Ltd

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2016

Stratos Investment Management, LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2016

Renaissance Investment Group, LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2016