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John Edward Harris

Concurrent Investment Advisors, LLC

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About John Edward Harris

John Edward Harris has been in the financial services industry since March 21, 1988. John is currently registered with Concurrent Investment Advisors, LLC in Oklahoma and Texas and provides financial and investment advice to clients. John has a background in working for large financial institutions such as Morgan Stanley and Edward Jones, as well as Raymond James Financial Services, Inc. John has a wide range of experience in financial planning, portfolio management, and pension consulting and can provide guidance for both individuals and businesses.

Firm Information

John Harris 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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John Harris’s Registration & Firm History

OK

11/07/2023 - Present

Concurrent Investment Advisors, LLC (NORMAN OK)

OK

02/17/2022 - 05/15/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (Norman OK)

OK

10/19/2012 - 02/22/2022

MORGAN STANLEY (Norman OK)

OK

03/22/1988 - 10/24/2012

EDWARD JONES (OKLAHOMA CITY OK)

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Licenses & Designations

BOTH

Issued 07/30/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/11/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Edward Harris.
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