John
Rajt
Concurrent Investment Advisors, LLC
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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
Services Offered
Fee Structure
Office Location
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Concurrent Investment Advisors, LLC Brokerage Details
$6,256,967,921
123
18,097
$345,746
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
Concurrent Investment Advisors LLC
Bmr Retirement
Next Retirement Solutions
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
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.
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