Concepcion Interviewed for Financial Advisor IQ

President/CEO, Jeff Concepcion, was interviewed by Financial Advisor IQ reporter, Rachel Monroe, on the topic of how financial advisory firms can scale their practice while avoiding the pitfalls of growing too fast. Stratos provided Financial Advisor IQ with an updated AUM statement and Jeff’s headshot. The article was published in November, 2015.

2015 Weatherhead 100 logo

Stratos Recognized in Weatherhead 100

Stratos Wealth Partners was selected as a 2015 Weatherhead 100 Winner in the category of “Weatherhead 100.” This award recognizes that Stratos is one of the 100 fastest-growing companies in Northeast Ohio.

To be considered for the Weatherhead 100, companies must have net sales of at least $100,000 in year one of five years required for the application and over $1 million in year five. Willing companies must have employed a minimum of 16 people full time in the last year.

Interview with Charles Shapiro and Chris Robbins of Financial Advisor magazine

The interview covered a wide range of topics to include Stratos’ founding, the firm’s growth in the West (San Diego and Arizona), the solution they offer to advisors looking to go independent, Stratos’ target demographic, etc. KCD PR expects the article to run in October.

Finally, Dan Jacoby’s advice on the stock market selloff was featured in an investing section article on