Jeffrey Breese (CRD# 4240878) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 23 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concurrent Investment Advisors, LLC | Chandler, AZ | Apr 2024 - Current | < 1 |
| The Wealth Stewards | Chandler, AZ | Feb 2017 - Current | 7 |
| Non-variable Insurance | Chandler, AZ | Oct 2014 - Current | 9 |
| Raymond James Financial Services Advisors Inc. | Chandler, AZ | Jun 2009 - Apr 2024 | 14 |
| Raymond James Financial Services | Chandler, AZ | Jun 2009 - Apr 2024 | 14 |
| Breese Properties, LLC | Chandler, AZ | May 2017 - Sep 2019 | 2 |
| Malerett Holdings, LLC | Chandler, AZ | Oct 2018 - May 2019 | < 1 |
| Flores Wealth Management/dba (owner) | Chandler, AZ | Dec 2012 - Feb 2017 | 4 |
| Flores Wealth Management | Chandler, AZ | Jun 2009 - Feb 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2001 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
- TX
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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
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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