Julia Louise Sharlow
Investment adviser representative at Concurrent Investment Advisors, LLC
9 yearsExperience
1 stateRegistered 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
9 years in the industry.
- Concurrent Investment Advisors, LLCOct 2025 to now
- Kestra Advisory Services, LLCApr 2025 to Oct 2025
- Kestra Investment Services, LLCApr 2025 to Oct 2025
- Dudum Financial Inc/ 1925 Financial IncMar 2025 to Oct 2025
- Osaic Wealth, Inc.Aug 2023 to Mar 2025
- Savage and AssociatesAug 2023 to Mar 2025
- Prime Capital Investment Advisors, LLCMay 2019 to Aug 2023
- UnemployedNov 2018 to May 2019
- Cardone Financial Group LLC of Voya Financial AdvisorsAug 2016 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6699620
- Firm CRD
- 323135