Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Dwight Saalfield is a financial advisor at Concurrent Investment Advisors, LLC. John has been working in the financial industry since 2007 and holds licenses in Series 6, 7, 63, and 65. Prior to joining Concurrent Investment Advisors, LLC, John worked at Raymond James Financial Services, Inc., UBS Financial Services Inc., and J.P. Morgan Securities LLC. John offers financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals and corporations. John also owns and manages several other businesses, including Varsity Ventures LLC, and Wealth Partners Alliance LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
04/26/2023 - Present
Concurrent Investment Advisors, LLC (Dallas TX)
TX
02/15/2019 - 05/15/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
TX
06/19/2013 - 02/26/2019
UBS FINANCIAL SERVICES INC. (DALLAS TX)
TX
05/12/2010 - 07/12/2013
J.P. MORGAN SECURITIES LLC (DALLAS TX)
IL
10/05/2007 - 04/12/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SKOKIE IL)
IA
Issued 08/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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