Jeffrey Alan Concepcion appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Jeffrey Alan Concepcion appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-12-22 | Form ADV | STRATOS WEALTH ADVISORS LLC | CHIEF EXECUTIVE OFFICER; MANAGER | BEACHWOOD, OH |
| 2026-01-23 | Form ADV | STRATOS WEALTH PARTNERS, LTD | MANAGING MEMBER | BEACHWOOD, OH |
| 2025-12-22 | Form ADV | STRATOS INVESTMENT MANAGEMENT, LLC | MANAGING MEMBER | BEACHWOOD, OH |
| 2025-03-27 | Form ADV | RENAISSANCE INVESTMENT GROUP, LLC | MANAGING MEMBER | LENOX, MA |