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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Chess is an investment advisor representative at Concorde Asset Management, LLC and has been in the industry since 2004. John's professional experience includes working as an Investment Advisor Representative for Securities America Advisors, Inc., Investcorp, Inc., and Investors Capital Corp. John holds Series 63, 65, 7, 22 and 24 licenses. John's firm, Concorde Asset Management, LLC, is an investment advisor with offices in Ann Arbor, MI and Columbus, OH. Concorde Asset Management provides financial planning, pension consulting, selection of other advisors and portfolio management services to individuals, high net worth individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Promoter fees from other advisors
1
2
OH
02/09/2021 - Present
Concorde Asset Management, LLC (Columbus OH)
OH
07/17/2020 - 02/02/2021
SECURITIES AMERICA, INC. (COLUMBUS OH)
OH
01/03/2011 - 07/17/2020
INVESTACORP, INC. (COLUMBUS OH)
OH
07/12/2007 - 12/31/2010
INVESTORS CAPITAL CORP. (COLUMBUS OH)
OH
09/13/2005 - 07/20/2007
GUNNALLEN FINANCIAL, INC (COLUMBUS OH)
IL
01/20/2005 - 09/14/2005
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
CA
10/04/2004 - 11/30/2004
NNN CAPITAL CORP. (SANTA ANA CA)
IA
Issued 05/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2004
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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