Unclaimed Profile

Stephen Andrew Jackson

CONCORDE ASSET MANAGEMENT, LLC·LIVONIA, Michigan

SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65Clean record27 years registeredCONCORDE ASSET MANAGEMENT, LLC

19500 VICTOR PARKWAY, LIVONIA, MI 48152CRD# 2532028Firm CRD# 140367

Profile Verification

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

Identity

Stephen Andrew Jackson · LIVONIA, MI

Registration

CRD #2532028 · CONCORDE ASSET MANAGEMENT, LLC · 27 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

Feb 2016 – Nov 2023

LIVONIA, MI

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

Oct 2015 – Feb 2016

GLENN ALLEN, VA

BB&T SECURITIES, LLC

Jan 2013 – Aug 2015

RICHMOND, VA

SCOTT & STRINGFELLOW, LLC

Jan 1999 – Jan 2013

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · January 19, 1999

Years registered · 27

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 Stephen Andrew Jackson offer?

Stephen Andrew Jackson specializes in Financial Planning, Investment Management, Wealth Management.

What are Stephen Andrew Jackson's credentials?

Stephen Andrew Jackson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Andrew Jackson located?

Stephen Andrew Jackson is based in LIVONIA, Michigan, last registered with CONCORDE ASSET MANAGEMENT, LLC.

How does Stephen Andrew Jackson charge for services?

Stephen Andrew Jackson'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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