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

Daniel Jacoby
Chief Investment Officer, and Founding Partner
Stratos
United States, Ohio, Cleveland
About Me
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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