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Daniel J
Series 63, Series 65, Series 66
Aventura, FL
Stratos Wealth Partners, Ltd
Daniel Jacoby is a financial advisor with Stratos Wealth Partners, Ltd in Aventura, FL, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and spent five years at Stratos Investment Management, LLC. Jacoby has also held roles at LPL Financial and J.P. Morgan Securities. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers customized financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting delivered through a large network of investment adviser representatives.
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