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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

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Profile Information

Managing Partner, Founding Partner

Stratos

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Akron

Ohio

United States

Aug 4, 2024

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