Dan Jacoby
Chief Investment Officer
Daniel Jacoby is the Chief Investment Officer, and a Founding Partner of Stratos Wealth Partners, an Advisor run organization that specializes in the practice and execution of financial planning and implementation services. Stratos is a national network of distinguished, experienced financial planning practitioners spread throughout the country and powered by LPL Financial, member FINRA/SIPC. Dan holds the Financial Industry Regulatory Authority (FINRA) Series 6 and 7 through LPL Financial and series 66 with LPL and Stratos Wealth Partners.
In his current role Dan is responsible for the investment policy development of the firm, with a focus on portfolio construction, tactical asset allocation*, portfolio implementation, and on-going risk analysis for affluent clients and foundations. He also oversees the research and manager selection process between Stratos and its numerous affiliated investment management firms. Dan acts as a key resource to Stratos advisors’ and their clients in the development of efficient, optimal, and risk-adjusted portfolios to meet their clients’ objectives.
Prior to joining Stratos, Dan was a Portfolio Manager and Director at JPMorgan’s Private Wealth Management Group. There he constructed and managed portfolios for ultra high-net worth clients and foundations. Prior to his tenure at JPMorgan, Dan was a Portfolio Manager at KeyBank in the same capacity.
Dan spends his personal time enjoying his family, traveling, and participating in outdoor activities. Dan sits on numerous charitable boards throughout the Cleveland area.
REACH OUT TO US
Office: 252-216-2009
Fax: 919-461-8080
2522 S Croatan Hwy, Suite 2E
Nags Head, NC 27959
Email: [email protected]
Investment advice offered through Stratos Wealth Partners, Ltd. a Registered Investment Advisor. Investment advisory services are offered through Stratos Wealth Partners, Ltd., a Registered Investment Advisor located in Beachwood, Ohio. [www.stratoswealthpartners.com]. More information regarding Stratos may be found at www.stratoswealthpartners.com. Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Partners is available at https://www.adviserinfo.sec.gov. A copy of the Stratos' current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request and/or on this web site at www.stratoswealthpartners.com.Stratos may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. 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