Julio I Bedolla
Investment adviser representative at Concurrent Investment Advisors, LLC
13 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
13 years in the industry.
- Acumen CoJun 2026 to now
- Concurrent Investment Advisors, LLCJun 2026 to now
- Assetmark Brokerage, LLCDec 2024 to Jun 2026
- Assetmark Financial Holdings, Inc.Dec 2024 to Jun 2026
- LourdmurrayAug 2023 to Nov 2024
- Dimensional Fund AdvisorsMay 2022 to Jun 2023
- Royal Alliance AssociatesAug 2021 to May 2022
- Lincoln Avenue CapitalMar 2021 to Aug 2021
- Capital GroupNov 2019 to Jan 2021
- Ernst & YoungJul 2018 to Oct 2019
- St. John's UniversitySep 2013 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, LA).
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
- 7199419
- Firm CRD
- 323135