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Jiles Ellsworth Kirkland

Concurrent Investment Advisors, LLC

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About Jiles Ellsworth Kirkland

Jiles Ellsworth Kirkland is an investment advisor representative with Concurrent Investment Advisors, LLC in Bradenton, Florida. Jiles has been in the financial services industry since 1994 and has a wealth of experience in providing financial advice. Jiles has held previous positions at Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC, and Citigroup Global Markets Inc. Jiles holds FINRA Series 7, 63, and 65 licenses and SIE designation.

Firm Information

Jiles Kirkland 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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Jiles Kirkland’s Registration & Firm History

FL

05/11/2023 - Present

Concurrent Investment Advisors, LLC (Bradenton FL)

FL

01/17/2020 - 05/22/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (Bradenton FL)

FL

03/04/2009 - 01/22/2020

WELLS FARGO CLEARING SERVICES, LLC (SARASOTA FL)

FL

09/24/2001 - 03/26/2009

CITIGROUP GLOBAL MARKETS INC. (SARASOTA FL)

NY

11/25/1998 - 09/28/2001

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

FL

01/02/1997 - 12/22/1998

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

MO

01/01/1994 - 01/03/1997

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 06/11/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/28/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jiles Ellsworth Kirkland. Review regulatory record here.
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