Jeffrey Donald Breese
Investment adviser representative at Concurrent Investment Advisors, LLC
17 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
17 years in the industry.
- Concurrent Investment Advisors, LLCApr 2024 to now
- Concurrent Investment Advisors dba the Wealth StewardsApr 2024 to now
- Purshe Kaplan Sterling InvestmentsApr 2024 to now
- Non-variable InsuranceOct 2014 to now
- Malerett Holdings, LLC.Oct 2018 to May 2019
- Breese Properties, LLCMay 2017 to Sep 2019
- Flores Wealth Management/dba (owner)Dec 2012 to Feb 2017
- Raymond James Financial ServicesJun 2009 to Apr 2024
- Raymond James Financial Services Advisors Inc.Jun 2009 to Apr 2024
- Flores Wealth ManagementJun 2009 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 4240878
- Firm CRD
- 323135