Jiles Kirkland (CRD# 2404316) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Bradenton, FL and has over 30 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concurrent Investment Advisors Llc Dba Family Wealth Solutions | Tampa, FL | May 2023 - Current | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | May 2023 - Current | 1 |
| Northshore Investment Group | Bradenton, FL | Feb 2021 - Current | 3 |
| Raymond James Financial Services, Inc. | Lakewood Ranch, FL | Jan 2020 - May 2023 | 3 |
| Raymond James | Bradenton, FL | Jan 2020 - May 2023 | 3 |
| Raymond James Financial Services Advisors, Inc. | Lakewood Ranch, FL | Jan 2020 - May 2023 | 3 |
| Rental Property | Anna Maria, FL | Jan 2019 - May 2023 | 4 |
| Wells Fargo Clearing Services, LLC | Bradenton, FL | Nov 2016 - Jan 2020 | 3 |
| Wells Fargo Advisors | Sarasota, FL | Mar 2009 - Jan 2020 | 10 |
| Wells Fargo Advisors LLC | Bradenton, FL | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management6,257MILLIONS
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Total Number of Accounts18,097ACCOUNTS
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Average Account Value$345,746
- A percentage of assets under your management
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