Jiles Kirkland
Jiles Kirkland is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Bradenton, FL, with 32 years of industry experience. Jiles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,278 clients with $9.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.00% |
Fees are incremental and may be negotiable.
Fee Estimator
Location
8652 Sr 70, Bradenton, FL, 34202
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2001Customer Dispute
December 2000Other Business ActivitiesSells Insurance
Jiles is an IAR for Concurrent Investment Advisors and an owner/independent contractor for Northshore Investment Group, dedicating full-time hours to the former and minimal time to the latter. Jiles also sells fixed insurance products, spending minimal time on this activity.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
Raymond James & Associates, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.