Unclaimed Profile

Jennifer Leigh Stacey

CONCORDE ASSET MANAGEMENT, LLC·ANN ARBOR, Michigan

SIE, Series 7, Series 24, Series 63, Series 66Clean record9 years registeredCONCORDE 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 · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CONCORDE ASSET MANAGEMENT, LLC

CONCORDE ASSET MANAGEMENT, LLC

Jul 2017 – Apr 2026

ANN ARBOR, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · July 26, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONCORDE ASSET MANAGEMENT, LLC

CRD 140367 · SEC 801-74519

AUM

$395M

Regulatory assets under management

Employees

2,510 client accounts

Services offered by CONCORDE ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONCORDE ASSET MANAGEMENT, LLC →

Introduction

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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.

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, last registered with CONCORDE ASSET MANAGEMENT, LLC.

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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