John G Chess
Investment adviser representative at Concorde Asset Management, LLC
19 yearsExperience
9 statesRegistered in
$598.4MFirm assets
14 yearsFirm in business
Are you John G Chess? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Concorde Asset Management, LLCFeb 2021 to now
- Concorde Investment Services, LLCFeb 2021 to now
- Realty InvestJan 2007 to now
- Securities America Advisors, Inc.Jul 2020 to Feb 2021
- Securities America, Inc.Jul 2020 to Feb 2021
- Investacorp Advisory ServicesJan 2011 to Jul 2020
- Investacorp IncJan 2011 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 9 states (CA, FL, HI, IL, MI, NC, NV, OH, PA).
Concorde Asset Management, LLC
$598.4MAssets managed
3,705Clients
79Advisers
14 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
- 4812430
- Firm CRD
- 140367