Stephen
Jackson
Concorde Asset Management, LLC
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About this Advisor
Stephen Jackson is a financial advisor operating in Livonia, Michigan who has 7 years of relevant experience. Jackson is on the advisory team at Concorde Asset Management, LLC. The advisor has gained experience at Bb&T Securities, LLC, Capital Guardian LLC, Capital Guardian Wealth Management LLC, Concorde Investment Services, LLC, Concorde Asset Management, LLC and Concorde Insurance Agency, Inc. Jackson has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Illinois, Michigan, Oklahoma, Oregon, Virginia and Washington. Concorde Asset Management, LLC is a financial advisory firm operating out of Livonia, MI. The investment advisory business has offices in 40 locations and a total of 74 people on staff. It manages $306 million in total assets across its 2,371 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 2,371 accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets available to invest. Concorde Asset Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually vary depending on which service is provided. Fees billed by Concorde Asset Management, LLC can consist of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Concorde Asset Management, LLC Brokerage Details
$305,690,467
74
2,371
$128,929
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
Stephen Jackson Work History
Stephen has been registered as a financial advisor for 7 years.*
Concorde Investment Services, LLC
Concorde Insurance Agency, Inc
Concorde Asset Management, LLC
Concorde Investment Services, LLC
Capital Guardian LLC
Capital Guardian Wealth Management LLC
Bb&T Securities, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Jackson 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
Livonia, MI
Livonia, MI
Livonia, MI
East Setauket, NY
Livonia, MI
Livonia, MI
Vancouver, WA
Livonia, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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