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His days of playing defense done, Jeff Concepcion pinches pennies then poaches a Fidelity and Schwab veteran to execute grab for next $6 billion of AUA at Stratos

Lou Camacho will pursue goal of $600 million a quarter in new assets on behalf of OSJ that wants much more inorganic growth

Author Oisin Breen October 5, 2018 at 7:40 PM
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Jeff Concepcion: I think we’ll surpass the $20 billion target ahead of plan, without including acquisitions. By accelerating our involvement in the acquisition space, I believe we’ll move past that target even more quickly.

People Moves


Scott Passias, CFS

Scott Passias, CFS

October 14, 2018 — 1:14 PM
What an amazing accomplishment! The momentum is unstoppable. Wishing continued success to Jeff Concepcion and the Stratos Wealth family.

Related Moves

August 19, 2020 at 2:18 AM


Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold

Stratos Wealth Partners
RIA Seeking to Hire Advisors
Top Executive: Jeff Concepcion



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