Unclaimed Profile

Jennifer Leigh Stacey

CONCORDE ASSET MANAGEMENT, LLC·ANN ARBOR, Michigan

CONCORDE ASSET MANAGEMENT, LLC

3909 RESEARCH PARK DRIVE, ANN ARBOR, MI 48108CRD# 2536581Firm CRD# 140367

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Leigh Stacey · ANN ARBOR, MI

Registration

CRD #2536581 · CONCORDE ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Jennifer Leigh Stacey is a registered financial advisor based in ANN ARBOR, Michigan, affiliated with CONCORDE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CONCORDE ASSET MANAGEMENT, LLC

AUM

$395M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONCORDE ASSET MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: PROMOTER FEES FROM OTHER ADVISORS

Regulatory

SEC/IARD CRD# 2536581

Firm CRD# 140367

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jennifer Leigh Stacey offer?

Jennifer Leigh Stacey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ANN ARBOR, Michigan for a consultation.

What are Jennifer Leigh Stacey's credentials?

Jennifer Leigh Stacey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Leigh Stacey located?

Jennifer Leigh Stacey is based in ANN ARBOR, Michigan, working with CONCORDE ASSET MANAGEMENT, LLC. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.

How does Jennifer Leigh Stacey charge for services?

Jennifer Leigh Stacey's firm is compensated through percentage of aum, hourly charges, subscription fees, other: promoter fees from other advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONCORDE ASSET MANAGEMENT, LLC?

CONCORDE ASSET MANAGEMENT, LLC has approximately 82 employees and manages $395M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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