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Jason Patrick Kavanaugh

CONCORDE ASSET MANAGEMENT, LLC·LIVONIA, Michigan
SIE, Series 7, Series 24, Series 63, Series 65, Series 99TOCONCORDE 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Series 99TO
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
CONCORDE ASSET MANAGEMENT, LLC
CRD 140367 · SEC 801-74519
AUM
$395M
Regulatory assets under management
Employees
82
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 →
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04

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.
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Other Advisors at CONCORDE ASSET MANAGEMENT, LLC

Jennifer Leigh Stacey
ANN ARBOR, MI
Timothy Mark Witt
LIVONIA, MI
Danielle Leigh Delongchamp
LIVONIA, MI
Dawn Hoover
LIVONIA, MI
Kathleen Ann Hofer
LIVONIA, MI
Kimberly Ann Ryan
LIVONIA, MI

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