John B Hudgens
Investment adviser representative at Concurrent Investment Advisors, LLC
10 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
10 years in the industry.
- Concurrent Investment Advisors, LLCJul 2026 to now
- Morgan Stanley Private Bank, N.AFeb 2025 to Jun 2026
- Morgan StanleyOct 2024 to Jun 2026
- Full Frame Growth PartnersMay 2023 to Aug 2024
- Full Time StudentJul 2021 to May 2023
- Kainos CapitalJul 2018 to Jul 2021
- Morgan Stanley & Co., LLCJul 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AR, 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
- 6376707
- Firm CRD
- 323135