John
Rajt

Concurrent Investment Advisors, LLC

CRD#5847693
Investment Advisor
in Grosse Pointe, MI

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About this Advisor

John Rajt is a financial advisor based in Grosse Pointe, Michigan, working with Concurrent Investment Advisors, LLC. John has previously held positions at Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Bmr Retirement, Next Retirement Solutions, and Concurrent Investment Advisors LLC. John has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, John is part of Concurrent Investment Advisors, LLC, which operates out of Grosse Pointe, Michigan. The firm has 37 offices and 123 employees. The firm manages assets totaling $6.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Concurrent Investment Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

17266 Mack Ave
Grosse Pointe, MI 48230

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Concurrent Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$6,256,967,921

MI Average: $1,855,561,029
Total Number of Employees

123

MI Average: 62
Total Number of Accounts

18,097

MI Average: 2,474
Average Account Size

$345,746

MI Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

John Rajt Work History

2023 - Present (1 year)

Concurrent Investment Advisors LLC

2019 - Present (5 years)

Bmr Retirement

2019 - Present (5 years)

Next Retirement Solutions

2018 - 2023 (5 years)

Raymond James Financial Services, Inc

2018 - 2023 (5 years)

Raymond James Financial Services Advisors Inc

2010 - 2018 (8 years)

Wells Fargo Clearing Services, LLC

Disclosures

Please visit the SEC profile of John Rajt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Concurrent Investment Advisors, LLC

Timothy Bailey
Tampa, FL
Brandy Lancaster
Colorado Springs, CO
Kelly Mccloy
Bradenton, FL
Kelly Rodriguez
Tampa, FL
Chad Mcqueen
West Berlin, NJ
Matthew Sorisho
Tampa, FL
Daniel Froning
Tampa, FL
Nicholas Klein
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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