Dan Jacoby

Chief Investment Officer


Daniel JacobyDaniel 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.


6 + 3 =

Office: 252-216-2009
Fax: 919-461-8080

2522 S Croatan Hwy, Suite 2E, Nags Head, NC 27959

Email: dcampbell@stratosadvisors.com

Investment advice offered through Stratos Wealth Partners, Ltd., a SEC registered investment advisor.

Fidelity Investments is an independent company, unaffiliated with Stratos Wealth Advisors Outer Banks. Fidelity Investments is a service provider to Stratos Wealth Advisors Outer Banks. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Stratos Wealth Advisors Outer Banks and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 100987.1.0