Laura
Jocius

Concorde Asset Management, LLC

CRD#5377924
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Laura Jocius is a financial advisor based in Ann Arbor, Michigan, working with Concorde Asset Management, LLC. Laura has previously held positions at Tada Wealth Advisors, Steinberg Financial, Concorde Investment Services, LLC, and Concorde Asset Management, LLC. Laura has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Laura is part of Concorde Asset Management, LLC, which operates out of Ann Arbor, Michigan. The firm has 40 offices and 82 employees. The firm manages assets totaling $395.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Concorde Asset Management, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3909 Research Park Drive Suite 200
Ann Arbor, MI 48108

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Concorde Asset Management, LLC Brokerage Details

Total Assets Under Management

$395,111,243

MI Average: $943,424,332
Total Number of Employees

82

MI Average: 21
Total Number of Accounts

2,510

MI Average: 1,586
Average Account Size

$157,415

MI Average: $594,845

Investment Advisory Services

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

Laura Jocius Work History

2021 - Present (3 years)

Concorde Asset Management, LLC

2018 - Present (6 years)

Concorde Investment Services, LLC

2015 - Present (9 years)

Tada Wealth Advisors

2007 - 2015 (8 years)

Steinberg Financial

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Disclosures

Please visit the SEC profile of Laura Jocius 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 Concorde Asset Management, LLC

Justin Kiehne
Ann Arbor, MI
Josiah Lederman
Fort Wayne, IN
Erica Traulsen
Sacramento, CA
Eric Barbarita
San Diego, CA
Matthew Kredit
Hanford, CA
Preston Mokris
Ann Arbor, MI
Jennifer Donais
Williston, ND
Joseph Levy
San Francisco, CA

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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