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
| Title | Chief Executive Officer; Manager |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Stratos Wealth Partners, Ltd
| 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 Advisors LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2016 |
Stratos Wealth Partners, Ltd
| 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 |