Jeffrey Alan Concepcion
Chief Executive Officer, ManagerStratos Wealth Partners, LtdCRD 1899367
About Jeffrey Alan Concepcion
Jeffrey Alan Concepcion is listed as Chief Executive Officer, Manager at Stratos Wealth Partners, Ltd 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 Partners, Ltd
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 Partners, Ltd on SEC Form ADV.
How much of Stratos Wealth Partners, Ltd does Jeffrey Alan Concepcion own?
Form ADV reports a beneficial ownership band of Under 5%.
Stratos Wealth Partners, Ltd
| Title | Chief Executive Officer, Manager |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Stratos Wealth Advisors LLC
| Title | Chief Executive Officer; Manager |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Stratos Investment Management, LLC
| Title | Chief Executive Officer, Manager |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Stratos Wealth Partners, Ltd
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2016 |
Stratos Wealth Advisors LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2016 |
Stratos Investment Management, LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2016 |
Renaissance Investment Group, LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2016 |