Jeffrey Concepcion

36 Years of Experience

Beachwood, OH

BrokerSells Insurance

View SEC Summary

Jeffrey Concepcion is a registered investment advisor, based in Beachwood, OH, with 36 years of industry experience.

Location

3750 Park East Dr, Ste 200, Beachwood, OH, 44122

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Jeffrey is the owner of real estate rental properties and the Founder/CEO of Stratos Wealth Partners, Ltd. He also sells life, health, disability, long-term care, and fixed annuity insurance products, dedicating minimal time to this activity.

Employment History

Current Registrations

Stratos Wealth Securities, LLCBroker

April 2018 - Present · 8 yrs 3 mos

Stratos Wealth Partners, LTD

August 2010 - Present · 15 yrs 11 mos

LPL Financial LLCBroker

October 2008 - May 2018 · 9 yrs 7 mos

The Lincoln National Life Insurance CompanyBroker

March 2000 - June 2006 · 6 yrs 3 mos

Lincoln Financial Advisors Corporation

January 2000 - September 2008 · 8 yrs 8 mos

Lincoln Financial Advisors CorporationBroker

June 1998 - September 2008 · 10 yrs 3 mos

Cigna Financial Advisors,inc.Broker

June 1989 - June 1998 · 9 yrs

State Registrations4 states

LAMAOHTX

AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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