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Daniel Jacoby

Chief Investment Officer, and Founding Partner

Stratos

United States, Ohio, Cleveland

About Me

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 alloc

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Profile Information

Chief Investment Officer, and Founding Partner

Stratos

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Cleveland

Ohio

United States

Aug 5, 2024

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