Unclaimed Profile

Daniel Jack Jacoby

STRATOS WEALTH PARTNERS, LTD·BEACHWOOD, Ohio

SIE, Series 7, Series 31, Series 63, Series 65, Series 66Clean record18 years registeredSTRATOS WEALTH PARTNERS, LTD

3750 PARK EAST DR, BEACHWOOD, OH 44122CRD# 2541027Firm CRD# 153184

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Jack Jacoby · BEACHWOOD, OH

Registration

CRD #2541027 · STRATOS WEALTH PARTNERS, LTD · 18 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jun 2015 – present

STRATOS WEALTH PARTNERS, LTD

Aug 2010 – present

LPL FINANCIAL LLC

Jan 2012 – Mar 2012

CORTLAND, OH

LPL FINANCIAL CORPORATION

Feb 2009 – Dec 2010

CORTLAND, OH

J.P.MORGAN SECURITIES INC.

Oct 2008 – Mar 2009

CLEVELAND, OH

J. P. MORGAN SECURITIES INC.

Oct 2007 – Oct 2008

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Series 66

Registration record

First registered · October 26, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATOS WEALTH PARTNERS, LTD

CRD 153184 · SEC 801-71457

AUM

$12.5B

Regulatory assets under management

Employees

562

37,396 client accounts

Services offered by STRATOS WEALTH PARTNERS, LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STRATOS WEALTH PARTNERS, LTD →

Introduction

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Frequently Asked Questions

What services does Daniel Jack Jacoby offer?

Daniel Jack Jacoby specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEACHWOOD, Ohio for a consultation.

What are Daniel Jack Jacoby's credentials?

Daniel Jack Jacoby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Jack Jacoby located?

Daniel Jack Jacoby is based in BEACHWOOD, Ohio, working with STRATOS WEALTH PARTNERS, LTD. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.

How does Daniel Jack Jacoby charge for services?

Daniel Jack Jacoby's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under management with third party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATOS WEALTH PARTNERS, LTD?

STRATOS WEALTH PARTNERS, LTD has approximately 562 employees and manages $12.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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