linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Michael Rajt

Concurrent Investment Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Michael Rajt

John Michael Rajt is an investment advisor representative at Concurrent Investment Advisors, LLC. John Michael Rajt has been in the financial industry for over 12 years, and has experience providing financial advice to both individuals and businesses. John Michael Rajt's previous employers include Raymond James Financial Services, Inc., and Wells Fargo Clearing Services, LLC. John Michael Rajt is registered to provide investment advisory services in Michigan.

Firm Information

John Rajt 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Rajt’s Registration & Firm History

MI

04/21/2023 - Present

Concurrent Investment Advisors, LLC (Grosse Pointe MI)

MI

01/05/2018 - 04/25/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (GROSSE POINTE MI)

MI

11/23/2010 - 01/11/2018

WELLS FARGO CLEARING SERVICES, LLC (GROSSE POINTE WOODS MI)

Not sure if John Michael Rajt is right for you?

Licenses & Designations

BOTH

Issued 12/15/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Michael Rajt.
Not sure if John Michael Rajt is right for you?