Founder and CEO, Stratos Wealth Partners
Jeffrey Concepcion is the Founder and CEO of Stratos Wealth Partners and host of The Evolving Advisor podcast. Jeff started Stratos in Febuary of 2009 with the intention of creating an organization to fulfill a need for sophisticated advisors and their clients. He constructed a firm with the infrastructure, resources and support necessary to allow advisors to focus on their core competency, advising their clients. Today, they provide platforms, technology, consulting, and practice management services to offices in more than 100 cities. Stratos has a national network of distinguished, experienced wealth management firms that align to leverage the resources they need to better service their clients.
Jeff is responsible for the acquisition, development and coaching of the firm’s expanding number of affiliated advisors. His entire professional career has been spent in the financial services industry. Prior to starting Stratos Wealth Partners, Jeff spent 22 years in senior management positions with Lincoln Financial Network, including the Executive Director for the Eastern Region, where he was responsible for one-third of the United States. He was then appointed Senior Vice President of Market Access and a member of the Executive Committee, where he was on one of only a handful of executives responsible for Lincoln’s retail financial services business.
Jeff believes in the community where he lives and works. He has shared his time and expertise by sitting on a number of charitable boards throughout the Cleveland area over the years. Jeff served on the Board of Trustees at the May Dugan Center, Julie Billiart School, City Year, Dress for Success, E CITY, Leukemia and Lymphoma Society, Junior Achievement and Providence House.
He earned his Bachelor of Arts degree with a major in political science from Trinity College and resides with his family in Novelty, Ohio.
*Jeff Concepcion is not affiliated with LPL Financial.