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Listen to Jeff on the Financial Advisor Success Podcast

Writer: Kevin ElvingtonKevin Elvington
Apr 30, 20191 min read

Jeff Concepcion, CEO of Stratos Wealth Partners, was recently on the popular Financial Advisor Success Podcast hosted by Michael Kitces.




What You’ll Learn In This Podcast Episode

  • An overview of Stratos Wealth Partners.

  • The various services they offer to advisors.

  • Why mature advisory firms should have a succession plan in place.

  • How their payout grids work.

  • What compliance and technology look like under the Stratos model.

  • The typical size of the firms that Stratos works with.

  • Why Jeff decided to start his firm. 

  • His experience in the early years of building the business. 

  • What surprised him the most in the beginning. 

  • How Jeff’s role has evolved over the years.

  • What a typical week looks like for him.

  • Jeff’s low point.

  • What comes next for Stratos Wealth Partners. 

  • How he defines success. 




 
 
 

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3750 Park East Drive - Beachwood, OH 44122

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Stratos Wealth Holdings is a family of companies focused on supporting the growth of financial advisors across business models and affiliation structures. Stratos companies include registered investment advisors Stratos Wealth Partners, Stratos Wealth Advisors, and Stratos Investment Management.

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Stratos Wealth Enterprises is the acquisition division of Stratos Wealth Holdings. 

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Stratos Wealth Partners, Ltd., an SEC Registered Investment Advisor, manages over $12.8 billion in advisory assets, and advises through LPL Financial, over $9.8 billion in brokerage and third party managed assets for a total of $22.6 billion as of June 30, 2024.

 

Stratos Investment Management, LLC, an SEC Registered Investment Advisor, manages over $1.8 billion in advisory assets as of June 30, 2024.

 

Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3.6 billion in advisory assets and over $303 million in third party managed assets as of June 30, 2024. 

 

Stratos Wealth Management DBA LPL Financial, an SEC Registered Investment Advisor, manages over $254 million in advisory assets, and advises through LPL Financial, over $529 million in brokerage and third party managed assets for a total of $783 million as of June 30, 2024.

 
 

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