OUR STRATEGIC PARTNERS
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
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. Stratos' web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Stratos's web site on the Internet should not be construed by any consumer and/or prospective client as Stratos' solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Stratos with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Stratos' current written disclosure Brochure discussing Stratos business operations, services, and fees is available from Stratos upon written request. Stratos does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third-party, whether linked to Stratos' web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third parties as well. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third-party websites or third- party materials.Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Stratos Wealth Partners, LTD), will be profitable or equal any historical performance level(s).Certain portions of Stratos' website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Stratos (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Stratos, or from any other investment professional. Stratos Wealth Partners, LTD is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.Each client and prospective client agree, as a condition precedent to his/her/its access to Stratos' web site, to release and hold harmless Stratos, its officers, directors, owners, employees, and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Stratos.To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Stratos Wealth Partners, Ltd., the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Stratos Wealth Partners, Ltd., or from any other investment professional.
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
To view our latest ADV Part 2A and Form CRS/Part 3, click here: https://adviserinfo.sec.gov/firm/summary/283816