SW
STRATOS WEALTH PARTNERS, LTD
SEC RegisteredYour choice for Financial Services
BEACHWOOD, OHhttps://jervisfinancialgroup.com440-519-2500
Assets Under Management
$5B–$25B
Employees
618
Office Locations
25 offices
Total Accounts
47696
About the firm
Jervis Financial Group offers tailored wealth management services, prioritizing long-term relationships built on open and honest communication. Their team of professionals works hand-in-hand with clients to address financial needs today and for many years to come.
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
Areas of expertise
Wealth ManagementFinancial PlanningInvestment StrategiesInsuranceMarket Commentary
Services
Tailored wealth management, financial planning, investment strategies, and insurance services
Who they serve
Individuals and families seeking help with financial goals, dreams, and risk tolerance
| 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
25 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 393
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
Phillip Dale Beaman
Investment Adviser Representative
Michael Beloff
Investment Adviser Representative
Samuel James Bernard
Investment Adviser Representative
Colin Patrick Berthaut
Investment Adviser Representative
Latisha R Blanchard
Investment Adviser Representative
Eric B Bland
Investment Adviser Representative
Chad Michael Boreman
Investment Adviser Representative
Jason Robert Borrasso
Investment Adviser Representative
Stephanie Renee Boyer
Investment Adviser Representative
Matthew John Bracciante
Investment Adviser Representative
Jessica Carpenter Brooks
Investment Adviser Representative
John Donald Brown
Investment Adviser Representative
William Ralph Bullington Jr
Investment Adviser Representative
Kendra Bullock
Investment Adviser Representative
Benjamin Paul Burkley
Investment Adviser Representative
James Harcourt Burlingame
Investment Adviser Representative
Carina Lynne Bush
Investment Adviser Representative
Grant Harris Butson
Investment Adviser Representative
Harry Eugene Butson
Investment Adviser Representative
Stephen Platt Byrne
Investment Adviser Representative
Christopher Wilson Barnhill
Investment Adviser Representative
Constantine Spiro Basdakis
Investment Adviser Representative
Bradley Earl Baumgartner
Investment Adviser Representative
Eric Andrew Beahn
Investment Adviser Representative
Judd Andrew Beam Jr
Investment Adviser Representative
Jordan Alexander Benes
Investment Adviser Representative
Jordan Bitterman
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
Jesse Thomas Brady
Investment Adviser Representative
Jay Scott Brewer
Investment Adviser Representative
Alexander Philip Bryan
Investment Adviser Representative
Robert F Burchetta
Investment Adviser Representative
Douglas Alan Burns
Investment Adviser Representative
Jackson R Bussell
Investment Adviser Representative
Cydne A Butler
Investment Adviser Representative
James Ellis Cahn
Investment Adviser Representative
Michael Robert Caligiuri De Jesus
Investment Adviser Representative
Luis Camacho
Investment Adviser Representative
Joseph Richard Campbell
Investment Adviser Representative
Michael J Carbino
Investment Adviser Representative
Christopher Joseph Cashell
Investment Adviser Representative
Rhonda J Chavez Payne
Investment Adviser Representative
Denice Yuin Mei Chun
Investment Adviser Representative
William Coates
Investment Adviser Representative
William Hunter Coghlan
Investment Adviser Representative
Jason Michael Cohen
Investment Adviser Representative
Edward Hunter Cole
Investment Adviser Representative
Frederick Thomas Cook
Investment Adviser Representative
Susan Bernice Coy-Kamph
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
Jackson M Catanzaro
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
Lauren Camille Coverdale
Investment Adviser Representative
Jeffrey Mead Daniels
Investment Adviser Representative
James Gregory David
Investment Adviser Representative
Donald William Dietz
Investment Adviser Representative
Stephen James Dzurec
Investment Adviser Representative
Dylan Dewitt
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
Vincent Charles Donato III
Investment Adviser Representative
John Thomas Dougherty Jr
Investment Adviser Representative
Henry Owen Eversole III
Investment Adviser Representative
Tonette Michelle Echols
Investment Adviser Representative
Joshua Thomas Ericksen
Investment Adviser Representative
William E Ferguson
Investment Adviser Representative
Jeremy Michael Finn
Investment Adviser Representative
Clare Terese Frederick
Investment Adviser Representative
Robert Lawrence Freitas Jr
Investment Adviser Representative
Kevin Leo Friday
Investment Adviser Representative
Robert Charles Fries
Investment Adviser Representative
Nicole E Farrar
Investment Adviser Representative
Andrew Lawson Farrell
Investment Adviser Representative
Bradford Michael Felger
Investment Adviser Representative
Mark Andrew Fellows
Investment Adviser Representative
Regulatory & compliance
CRD number
#153184
SEC Number
801-71457
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Minimum: $10,000 (waivable)
Data as of April 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
jervisfinancialgroup.comPhone
440-519-2500Editorial 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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