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Listen to Jeff on the Financial Advisor Success Podcast

  • Writer: Kevin Elvington
    Kevin Elvington
  • Apr 30, 2019
  • 1 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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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 $13.7 billion in advisory assets, and advises through LPL Financial, over $9.7 billion in brokerage and third party managed assets for a total of $23.4 billion as of March 31, 2025.

 

Stratos Investment Management, LLC, an SEC Registered Investment Advisor, manages over $2.6 billion in advisory assets as of March 31, 2025.

 

Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3.5 billion in advisory assets and over $340 million in third party managed assets as of March 31, 2025.

 

Stratos Wealth Management DBA LPL Financial, an SEC Registered Investment Advisor, manages over $307 million in advisory assets, and advises through LPL Financial, over $672 million in brokerage and third party managed assets for a total of $979 million as of March 31, 2025.

 
 

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