JA
Jeffrey Alan Concepcion
CRD 1899367
Firms
| Firm | Role | As of |
|---|---|---|
| Stratos Wealth Partners, Ltd | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Stratos Wealth Advisors Llc
Chief Executive Officer; Manager · Less than 5% · Dec 2024
-
Stratos Wealth Advisors Llc
Managing Member · 75% or more · Dec 2024
-
Stratos Wealth Partners, Ltd
Chief Executive Officer, Manager · Less than 5% · Dec 2024
-
Stratos Wealth Partners, Ltd
Managing Member · 75% or more · Dec 2024
-
Stratos Investment Management, Llc
Chief Executive Officer, Manager · Less than 5% · Jun 2024
-
Stratos Investment Management, Llc
Managing Member · 75% or more · Jun 2024
-
Renaissance Investment Group, Llc
Managing Member · 75% or more · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗