CoverProfile

Jim Lupica

Managing Partner, Founding Partner

Stratos

United States, Ohio, Akron

About Me

I am the co-founder and Managing Partner of Stratos Wealth Partners, a firm specializing in assisting individuals and small business owners address their retirement and estate planning needs in the most tax efficient manner possible. I have helped the firm expand into a national network of financial advisors spread throughout the country, all powered by LPL Financial. I am responsible for the acquisition, development and coaching of the firm’s expanding number of affiliated advisors from across the nation. I am also the LPL Registered Principal of the Akron Office, Beachwood, Ohio Office, Hudson Ohio Office, Fort Myers, Florida Office, and Westlake, Ohio Office. We have built Stratos Weal

View more

Profile Information

Managing Partner, Founding Partner

Stratos

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Akron

Ohio

United States

Aug 4, 2024

More profiles to browse

BM
Bobbie Meola
Managing Partner
JC
Jeff Concepcion
Founder and CEO
Profile Photo
Lou Camacho
President
Profile Photo
Christopher Walling
Founding Partner & Managing Partner

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University