Jonathan Galen Neher
Investment adviser representative at Concurrent Investment Advisors, LLC
18 yearsExperience
2 statesRegistered in
$15.7BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Concurrent Investment Advisors, LLCSep 2025 to now
- Purshe Kaplan Sterling InvestmentsSep 2025 to now
- Concurrent Investment Advisors d/b/a Avenues To Wealth FinancialAug 2025 to now
- Cambridge Investment Research Advisors, Inc.Dec 2008 to Aug 2025
- Cambridge Investment Research, Inc.Dec 2008 to Aug 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Concurrent Investment Advisors, LLC
$15.7BAssets managed
13,277Clients
349Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2962974
- Firm CRD
- 323135