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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
no description available
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.

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

Christa Carone, an ex-Fidelity and Xerox marketing whiz, steps onto a slippery slope at LPL with a daunting task -- to consolidate a NASCAR size brand portfolio... or not?

With no CMO since August, the chief marketing officer will play catch up for a company still hungry to buy more branded B2B and B2C players.

April 2, 2024 at 1:28 AM

How a white senior vice president at an LPL OSJ came to hire a former black minister as recruiter despite the latter's pledge to make it 'uncomfortable' at times

Rob Sandrew hit it off with Keith L. Frasier, willing to speak up on racial and racial justice issues, who also checks all the boxes for attracting talent and assets at a firm that recruited $2 billion last year

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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