Unclaimed Profile

Jason Patrick Kavanaugh

CONCORDE ASSET MANAGEMENT, LLC·LIVONIA, Michigan

CONCORDE ASSET MANAGEMENT, LLC

19500 VICTOR PARKWAY, LIVONIA, MI 48152CRD# 2693303Firm CRD# 140367

Profile Verification

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

Identity

Jason Patrick Kavanaugh · LIVONIA, MI

Registration

CRD #2693303 · CONCORDE ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Jason Patrick Kavanaugh is a registered financial advisor based in LIVONIA, 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

Speak with Jason

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jason is the right fit? Take our 2-minute quiz →

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# 2693303

Firm CRD# 140367

View on FINRA BrokerCheck →

Looking for a financial advisor in LIVONIA?

Browse all registered financial advisors in LIVONIA, Michigan or claim this profile if it's yours.

Browse LIVONIA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jason Patrick Kavanaugh offer?

Jason Patrick Kavanaugh specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LIVONIA, Michigan for a consultation.

What are Jason Patrick Kavanaugh's credentials?

Jason Patrick Kavanaugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Patrick Kavanaugh located?

Jason Patrick Kavanaugh is based in LIVONIA, Michigan, working with CONCORDE ASSET MANAGEMENT, LLC. Their office serves clients in the LIVONIA metropolitan area and surrounding communities.

How does Jason Patrick Kavanaugh charge for services?

Jason Patrick Kavanaugh'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →