Jeffrey Alan Maclardy
Investment adviser representative at Concurrent Investment Advisors, LLC
33 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
33 years in the industry.
- Concurrent Investment Advisors, LLCApr 2023 to now
- Columbia Associates Financial Group, Inc.Jan 2019 to now
- Jam Computer ConsultingMar 2001 to now
- Purshe Kaplan Sterling InvestmentsApr 2023 to Jul 2024
- Concurrent AdvisorsOct 2019 to Apr 2023
- Raymond James Financial Services Advisors, IncOct 2019 to Apr 2023
- Raymond James Financial Services, IncOct 2019 to Apr 2023
- LPL Financial, LLCJul 2018 to Oct 2019
- UnemployedMay 2018 to Dec 2018
- R.F. Stearns, Inc.Sep 1993 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6993311
- Firm CRD
- 323135