BEACHWOOD, Ohio, August 9, 2021 / PRNewswire / – Stratos Wealth Holdings (Stratos), a family of wealth management companies dedicated to supporting the development of growth-oriented financial advisors across the country, today announced it has appointed Kenneth jones, Managing Director, Business Development for Texas and Oklahoma. In this role, he will be responsible for recruiting individual advisors and teams for Stratos across the region and beyond. He will report to Charles Shapiro and be based in Dallas.
Jeff Concepcion, Founder and CEO of Stratos Wealth Holdings, said, âKen is a highly respected member of our industry, and we are fortunate to have him on the Stratos team. His experience in building strong relationships makes him the ideal person to support our expansion. through the Texas Region.”
Mr. Jones joins Stratos after 30 years in the financial services industry, where he held a variety of positions, including as Executive Vice President of Recruitment, Practice Management Professional and Advisor. He started his career in the industry after graduating from Texas A&M University and has a proven track record in helping advisors find the right organization to meet their business needs. Mr. Jones actively supports several community non-profit organizations in the greater Dallas and Austin areas.
Kenneth jones said: âI am delighted to join such a strong and growth oriented organization as Stratos. Jeff, Charles and the entire team encourage and support the success of advisors and their teams, regardless of their business model. With the pace at which the industry is changing, it is more essential than ever to maintain a structured yet extremely flexible platform so that advisors and their teams can serve clients in the most efficient manner possible. ”
About Stratos Wealth Holdings
Stratos Wealth Holdings is a family of companies focused on supporting the growth and success of financial advisers through business models and affiliate structures. Stratos companies include Stratos Wealth Partners, Stratos Wealth Advisors, Stratos Wealth Enterprises and Fundamentum. Stratos includes a nationwide network of more than 325 experienced financial advisors and financial planning practitioners working in 26 states nationwide.
Stratos Wealth Partners, Ltd., an SEC-registered investment advisor, manages over $ 9.66 billion in advisory assets, and advises via LPL Financial, on $ 8.18 billion in brokerage and in assets managed by third parties for a total of $ 17.84 billion from June 30, 2021.
Stratos Wealth Advisors, LLC, an SEC-registered investment advisor, manages over $ 2.28 billion in advisory assets from June 30, 2021.
Fundamentum, LLC, an SEC-registered investment advisor, manages over $ 756 million in advisory assets from June 30, 2021.
Contact: Kevin elvington, 440-505-5608, [emailÂ protected]
SOURCE Stratos Wealth Partners