WSR Pathfinder Awards – Top Hispanic Industry Leaders Of 2024
Hispanic CEO of the Year
Jeff Concepcion, CEO, Stratos Wealth Holdings
Jeff Concepcion is the Founder and CEO of Stratos Wealth Holdings and host of The Evolving Advisor podcast. Stratos, which launched in 2008, supports financial advisors across business models and affiliation structures.
Its companies include the RIAs Stratos Wealth Partners, which 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; Stratos Investment Management, which manages over $1.8 billion in advisory assets; and Stratos Wealth Advisors, which manages over $3.6 billion in advisory assets and over $303 million in third-party managed assets; all as of June 30.
During the past year and a half, Concepcion has overseen a shift in approach. This included a new valuation program, which has resulted in the affiliation of midsized practices to the Stratos platform as well as minority investments in practices already on the Stratos platform.
The launch of Stratos Private Wealth and its incorporation of two practices was part of the firm’s strategy to support the high net worth segment and further its investment in its affiliated firms. Fundamentum also rebranded as Stratos Investment Management, and welcomed a Chief Market Strategist and a Head of Distribution.
Additional award criteria is available at https://wealthsolutionsreport.com/2024/10/08/wsr-pathfinder-awards-top-hispanic-industry-leaders-of-2024/
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