Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Jahncke is a financial advisor with over 30 years of experience in the financial services industry. Thomas is currently registered with Concorde Asset Management, LLC and has held previous positions at Titan Securities, Concorde Investment Services, LLC, Independent Financial Group, LLC, Pacific West Securities, Inc., H. Beck, Inc., Captec Securities Corporation, Brean Murray, Foster Securities Inc., Dickinson & Co., Planned Investments Inc., B&L Securities Inc, Hall Securities Corporation, Funding Capital Inc., and May Securities Corporation. Thomas is also the Senior Vice President and part owner of Passco Companies LLC and the President, Principal, and FinOp of Passco Capital Inc. Thomas holds a number of licenses and designations, including the Series 7, 24, 27, 31, 39, 63, 65, 99TO, and SIE licenses as well as the Certified Financial Planner designation. Thomas specializes in providing financial planning and investment advice to individuals, families, and businesses.
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
MI
05/13/2024 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
TX
08/08/2016 - 06/30/2023
TITAN SECURITIES (PLANO TX)
CA
02/07/2014 - 08/08/2016
CONCORDE INVESTMENT SERVICES, LLC (IRVINE CA)
CA
02/13/2012 - 02/06/2014
INDEPENDENT FINANCIAL GROUP, LLC (IRVINE CA)
CA
09/01/2004 - 02/10/2012
PACIFIC WEST SECURITIES, INC. (IRVINE CA)
MD
04/09/1996 - 08/31/2004
H. BECK, INC. (ROCKVILLE MD)
MI
04/08/1997 - 10/11/2000
CAPTEC SECURITIES CORPORATION (ANN ARBOR MI)
NY
02/28/1994 - 04/05/1995
BREAN MURRAY, FOSTER SECURITIES INC. (NEW YORK NY)
IA
07/09/1993 - 02/09/1994
DICKINSON & CO. (DES MOINES IA)
GA
04/07/1992 - 08/19/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
TX
01/13/1992 - 04/14/1992
B&L SECURITIES INC (DALLAS TX)
NA
03/01/1983 - 10/25/1991
HALL SECURITIES CORPORATION
NA
01/14/1987 - 12/19/1990
FUNDING CAPITAL INC.
NA
05/04/1988 - 12/13/1988
MAY SECURITIES CORPORATION
IA
Issued 11/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/06/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/06/1985
Series 24 - General Securities Principal Examination
BC
Issued 08/02/1982
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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