Daniel Jacoby
Daniel Jacoby is a registered investment advisor at LPL Financial LLC, based in Beachwood, OH, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3750 Park East Dr Suite 200, Beachwood, OH, 44122
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is affiliated with Stratos Wealth Partners, providing investment advisory services and selling fixed insurance products, dedicating about 10% of his time to insurance. He also operates several DBAs under Stratos Wealth Partners and owns rental real estate.
Employment History
Current Registrations
LPL Financial LLC
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial Corporation
J.p.morgan Securities INC.
J.P. Morgan Securities INC.Broker
J. P. Morgan Securities INC.
J.P. Morgan Securities INC.Broker
Mcdonald Investments INC.Broker
Dean Witter Reynolds INC.Broker
Prudential Securities IncorporatedBroker
Churchill Securities, INC.Broker
State Registrations23 states
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.