SW
STRATOS WEALTH PARTNERS, LTD
SEC RegisteredBEACHWOOD, OHhttps://jervisfinancialgroup.com440-519-2500
Assets Under Management
$5B–$25B
Employees
618
Office Locations
26 offices
Total Accounts
47696
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 20,685 | $5.7B |
| High Net Worth Individuals | 4,159 | $11.9B |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 106 | $76M |
| State/Municipal Entities | 121 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 5 | — |
| Corporations | 0 | $0 |
376 total clients reported on Form ADV.
Leadership
Jeffrey Alan Concepcion
PRESIDENT, CEO
Barbara Jean Dull
DIRECTOR OF BROKERAGE COMPLIANCE
Nancy Eileen Andrefsky
CFO, COO
Daniel Jack Jacoby
CHIEF INVESTMENT OFFICER
Matthew James Dunn
CHIEF COMPLIANCE OFFICER
Eric Andrew Beahn
DIRECTOR OF ADVISORY OPERATIONS
Jeffrey Alan Concepcion
MANAGING MEMBER
Office locations
26 offices in 12 states
OH
BEACHWOODHQ
OH
COLUMBUS
CA
SAN DIEGO
UT
HOLLADAY
CA
REDWOOD CITY
OH
CHAGRIN FALLS
OH
AKRON
CA
SAN DIEGO
OH
HUDSON
GA
DALTON
LA
METAIRIE
CA
IRVINE
AZ
SCOTTSDALE
LA
BATON ROUGE
MS
GULFPORT
IA
CLINTON
VA
NORFOLK
OH
HILLIARD
OH
BROADVIEW HEIGHTS
NY
CLIFTON PARK
PA
SEWICKLEY
UT
SALT LAKE CITY
CT
DARIEN
CA
IRVINE
OH
FOSTORIA
Advisors at this firm
Showing 100 of 166
Chelsea June Adams
Investment Adviser Representative
Craig Palmer Adams
Investment Adviser Representative
David Albin
Investment Adviser Representative
Connor Anderson
Investment Adviser Representative
Joshua E Anderson
Investment Adviser Representative
Kelly Marie Anderson
Investment Adviser Representative
Walter Michel Anderson
Investment Adviser Representative
Nancy Eileen Andrefsky
Investment Adviser Representative
Marni Kristine Angus
Investment Adviser Representative
Tyler Ross Ankrom
Investment Adviser Representative
Andrew Paul Atchison
Investment Adviser Representative
Constantine Spiro Basdakis
Investment Adviser Representative
Bradley Earl Baumgartner
Investment Adviser Representative
Eric Andrew Beahn
Investment Adviser Representative
Judd Andrew Beam
Investment Adviser Representative
Jordan Alexander Benes
Investment Adviser Representative
Natalie Alyce Black
Investment Adviser Representative
Robert Anthony Bove
Investment Adviser Representative
James Edward Boyd
Investment Adviser Representative
Vicki Rene Brackens
Investment Adviser Representative
Jay Scott Brewer
Investment Adviser Representative
Alexander Philip Bryan
Investment Adviser Representative
Douglas Alan Burns
Investment Adviser Representative
Jackson R Bussell
Investment Adviser Representative
Cydne A Butler
Investment Adviser Representative
James Robert Caldwell
Investment Adviser Representative
Ryan John Callan
Investment Adviser Representative
Renata Karin Carico
Investment Adviser Representative
Thomas Newell Cash
Investment Adviser Representative
Michael Albert Cimperman
Investment Adviser Representative
Gregory Allen Cockerel
Investment Adviser Representative
Evan Cohen
Investment Adviser Representative
Jeffrey Alan Concepcion
Investment Adviser Representative
Richard Joseph Cooney
Investment Adviser Representative
Genevieve Cornish
Investment Adviser Representative
Rachel Dina Dennenberg
Investment Adviser Representative
Christopher J Desimone
Investment Adviser Representative
Michael A Dibartolomeo
Investment Adviser Representative
Anne Cooke Dimon
Investment Adviser Representative
Colin James Domonoske
Investment Adviser Representative
John Thomas Dougherty
Investment Adviser Representative
Tonette Michelle Echols
Investment Adviser Representative
Nicole E Farrar
Investment Adviser Representative
Andrew Lawson Farrell
Investment Adviser Representative
Mark Andrew Fellows
Investment Adviser Representative
Jeffrey William Fitz
Investment Adviser Representative
Janice Leung Fong
Investment Adviser Representative
Patrick Ryan Ford
Investment Adviser Representative
Matthew Christopher Fournier
Investment Adviser Representative
Sean Patrick Franklin
Investment Adviser Representative
Andrew Funovits
Investment Adviser Representative
Eric Gallinger
Investment Adviser Representative
Richard Allen Ganim
Investment Adviser Representative
Erica Elizabeth Gargol
Investment Adviser Representative
Philip Alan Garrett
Investment Adviser Representative
Nora Khachatrya Gasparyan
Investment Adviser Representative
Cynthia Edythe Gatlin
Investment Adviser Representative
Scott J Gegerson
Investment Adviser Representative
Carly Christine Gold
Investment Adviser Representative
Aric Gordon
Investment Adviser Representative
Cooper Grady
Investment Adviser Representative
Ashley Lynn Graham
Investment Adviser Representative
Amy Beavers Grammer
Investment Adviser Representative
Sonya G Griffin
Investment Adviser Representative
Maria A Guzman
Investment Adviser Representative
McKayla A Hajjar
Investment Adviser Representative
Nina Jo Hajjar
Investment Adviser Representative
Gary Arnold Hannah
Investment Adviser Representative
David George Hanson
Investment Adviser Representative
Jennifer C. Hart
Investment Adviser Representative
Autumn Maxton Harvey
Investment Adviser Representative
Judith Peterson Havard
Investment Adviser Representative
Robert Andrew Heksch
Investment Adviser Representative
Halle Hewitt
Investment Adviser Representative
Samer Antoine Hilal
Investment Adviser Representative
John Brown Hlay
Investment Adviser Representative
A. Leslie Hornback
Investment Adviser Representative
Daniel Jack Jacoby
Investment Adviser Representative
Asha Jain
Investment Adviser Representative
Michael Lee Jennings
Investment Adviser Representative
Scott Alan Kinsell
Investment Adviser Representative
Randy Allen Kirkpatrick
Investment Adviser Representative
Sherri A Kitzberger
Investment Adviser Representative
Michelle Ann Laverty
Investment Adviser Representative
Robert Curtis Leach
Investment Adviser Representative
Madison Lee
Investment Adviser Representative
Jacob David Li
Investment Adviser Representative
Bruce Andrew Lindvig
Investment Adviser Representative
Lucas Anthony Lowery
Investment Adviser Representative
Craig Macomber
Investment Adviser Representative
Elizabeth Ann Mahoney
Investment Adviser Representative
Jared Anthony Marfisi
Investment Adviser Representative
Kathy Ann Martin
Investment Adviser Representative
Rhonda Kay Maxwell
Investment Adviser Representative
Michael Alp Mays
Investment Adviser Representative
Terrence A McKelvey
Investment Adviser Representative
Susan Elaine Meissner
Investment Adviser Representative
Andrew Paul Mercer
Investment Adviser Representative
Julia A Meredith
Investment Adviser Representative
Robert Lee Meyer
Investment Adviser Representative
Regulatory & compliance
CRD number
#153184
SEC Number
801-71457
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Data as of April 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
jervisfinancialgroup.comPhone
440-519-2500Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STRATOS WEALTH PARTNERS, LTD has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.