Brooke Jackson Mcleod
Investment adviser representative at Concurrent Investment Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.7BFirm assets
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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
13 years in the industry.
- Concurrent Investment Advisors, LLCSep 2023 to now
- Lumature Wealth Partners, LLCDec 2020 to now
- Raymond James Financial Services, Inc.Dec 2020 to Sep 2023
- N/aJul 2020 to Dec 2020
- Tile Center Inc.May 2020 to Jun 2020
- N/aJun 2019 to Apr 2020
- Cetera Advisor Networks LLCNov 2017 to May 2019
- United Capital Financial AdvisorsJun 2013 to May 2019
- United Capital Financial Advisers, LLCJun 2013 to Apr 2019
- Girard Securities, Inc.Jun 2013 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 5785361
- Firm CRD
- 323135