Stratos Wealth Partners' Jeff Concepcion Named Hispanic CEO of the Year by Wealth Solutions Report

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Oct 10, 2024, 10:00 ET

BEACHWOOD, Ohio, Oct. 10, 2024 /PRNewswire/ -- Stratos Wealth Partners (Stratos), a registered investment advisor, a part of Stratos Wealth Holdings, today announced its Founder and CEO Jeff Concepcion has been recognized as Hispanic CEO of the Year by Wealth Solutions Report as part of its 2024 Pathfinder Awards program.

Jeff Concepcion, Founder & CEO, Stratos Wealth (PRNewsfoto/Stratos Wealth)

The invitation-only Pathfinder Awards series recognizes the contributions of wealth management professionals of underrepresented identities. In honor of Hispanic Heritage Month, WSR highlighted Hispanic leaders for outstanding achievement in the industry. Concepcion was named Hispanic CEO of the Year for his part in leading Stratos Wealth Partners and fostering the firm's growth.

Under Concepcion's leadership, Stratos has been named to Barron's Top 100 RIA Firms for the seventh consecutive year. The firm rose to No. 22 on the national 2024 ranking. Stratos offers services to affiliated financial advisors and their clients. His dynamism and creative strategy as CEO allowed the firm to continually develop and expand its offerings, introducing initiatives like Stratos Private Wealth and the rebranding of Fundamentum as Stratos Investment Management.

"It is an honor to be recognized among so many excellent leaders in the wealth management community," he said. "This award also recognizes the outstanding efforts and contributions of the Stratos team, as I could not have done this alone. I am proud to be recognized as a Hispanic leader, though I know more work is needed to increase representation within the industry. I will continue to be an advocate for improving access to financial education."

Award recipients were chosen based on commitment, successful track records and overall impact in the wealth management industry. The publication said each honoree "exemplifies outstanding leadership, serving as a role model for their professional peers as well as those considering a career in wealth management."

About Stratos Wealth Partners
Stratos Wealth Partners, Ltd., an SEC Registered Investment Advisor, manages over $12.8 billion in advisory assets, and advises through LPL Financial, over $9.8 billion in brokerage and third-party managed assets for a total of $22.6 billion as of June 30, 2024. Stratos offers operational, strategic and a reliable infrastructure allowing advisors the flexibility to develop and grow their business.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd, a registered investment advisor. Stratos Wealth Partners and LPL Financial are separate entities.

On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee's consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client's experience and is not indicative of our firm's future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron's. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron's weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

Additional award criteria is available at https://wealthsolutionsreport.com/2024/10/08/wsr-pathfinder-awards-top-hispanic-industry-leaders-of-2024/

Barron's Methodology: https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04

Media Inquiries
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SOURCE Stratos Wealth