John Hilsman James
Investment adviser representative at Concurrent Investment Advisors, LLC
11 yearsExperience
1 stateRegistered in
$15.7BFirm assets
4 yearsFirm in business
Are you John Hilsman James? Claim your profile
Contact this firm
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
11 years in the industry.
- Concurrent Investment Advisors, LLCSep 2025 to now
- Wealth Partners AllianceOct 2024 to now
- UnemployedJun 2024 to Sep 2024
- Washington, D.C.Jun 2023 to Jul 2023
- P2 Pathway Public AffairsMay 2023 to Jun 2023
- London School of EconomicsJun 2022 to Jul 2022
- Jim Bishop CabinetsMay 2021 to Jul 2021
- University of AlabamaAug 2020 to May 2024
- Rushton Stakely Law FirmJun 2020 to Jul 2020
- Montgomery AcademySep 2015 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8163191
- Firm CRD
- 323135