John
Chess
Concorde Asset Management, LLC
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About this Advisor
John Chess is a financial advisor based in Columbus, Ohio, working with Concorde Asset Management, LLC. John has previously held positions at Realty Invest, Investacorp Inc, Investacorp Advisory Services, Securities America, Inc, Securities America Advisors, Inc, Concorde Investment Services, LLC, and Concorde Asset Management, LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, Illinois, Michigan, Nevada, North Carolina, Ohio, and Pennsylvania. Currently, John is part of Concorde Asset Management, LLC, which operates out of Columbus, Ohio. 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
Services Offered
Fee Structure
Office Location
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Concorde Asset Management, LLC Brokerage Details
$395,111,243
82
2,510
$157,415
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
John Chess Work History
Concorde Investment Services, LLC
Concorde Asset Management, LLC
Realty Invest
Securities America, Inc
Securities America Advisors, Inc
Investacorp Inc
Investacorp Advisory Services
Disclosures
Please visit the SEC profile of John Chess 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
Ann Arbor, MI
Fort Wayne, IN
Hanford, CA
San Diego, CA
Sacramento, CA
Ann Arbor, MI
Ann Arbor, MI
Ann Arbor, MI
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