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Jason Lewis Hudson

Concurrent Investment Advisors, LLC

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About Jason Lewis Hudson

Jason Hudson is an investment advisor representative with Concurrent Investment Advisors, LLC. Jason has been in the financial services industry since 2013. Jason holds the Series 7 and 66 securities licenses. Jason works with high-net-worth individuals, corporations, and individuals other than high-net-worth. Jason also provides financial planning and pension consulting services. Concurrent Investment Advisors, LLC is a registered investment advisor with the SEC. The firm offers a variety of services, including financial planning, portfolio management, and pension consulting. Concurrent Investment Advisors, LLC is a fee-based firm.

Firm Information

Jason Hudson is currently registered with Concurrent Investment Advisors, LLC. Concurrent Investment Advisors, LLC is a registered investment advisor headquartered in Tampa, Florida. The firm manages approximately $1 billion to $10 billion in assets for individuals, corporations, pension and profit-sharing plans, and other entities. Concurrent Investment Advisors offers a variety of services, including financial planning, portfolio management, pension consulting, and selection of other advisors. The firm also participates in wrap fee programs.
Concurrent Investment Advisors, LLC

100 S. ASHLEY DRIVE

TAMPA, FL 33602

$6.26B

Assets Under Management

Not reported

Total Clients

150

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Hudson’s Registration & Firm History

MS

07/05/2024 - Present

Concurrent Investment Advisors, LLC (Hattiesburg MS)

MS

10/10/2013 - 07/08/2024

EDWARD JONES (PETAL MS)

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Licenses & Designations

BOTH

Issued 12/09/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Lewis Hudson.
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