Dan Jacoby

Daniel Jacoby is the Head of 3rd Party Diligence and a Founding Partner of Stratos Wealth Partners, an Advisor run organization that specializes in the practice and execution of financial planning and implementation services. Stratos is a national network of distinguished, experienced financial planning practitioners spread throughout the country and powered by LPL Financial, member FINRA/SIPC. Dan holds the Financial Industry Regulatory Authority (FINRA) Series 6 and 7 through LPL Financial and series 66 with LPL and Stratos Wealth Partners.

In his current role, Dan is responsible for due diligence on investment products at the firm. With a focus on Alternatives, 3rd party Separate Account Managers and a range of new strategies and solutions, he oversees the initial due diligence process before any new product or strategy is added to the platform. Dan acts as a key resource to Stratos advisors, investment partners and 3rd party research firms in ensuring our platform continues to provide the right tools to serve advisors and their clients.

Prior to joining Stratos, Dan was a Portfolio Manager and Director at JPMorgan’s Private Wealth Management Group. There he constructed and managed portfolios for ultra high-net worth clients and foundations. Prior to his tenure at JPMorgan, Dan was a Portfolio Manager at KeyBank in the same capacity.

Dan spends his personal time enjoying his family, traveling, and participating in outdoor activities. Dan sits on numerous charitable boards throughout the Cleveland area.