Jason Mcmurtry
Jason Mcmurtry is a registered investment advisor at Concorde Asset Management, LLC, based in Ann Arbor, MI, with 28 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3,253 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Concorde Asset Management offers investment management services with fees that are negotiable. The fees do not include platform fees and custodial expenses. Total fees to your representative typically range from 1% to 2% and can only be changed with your approval in advance.
Fees for Discretionary Investment Management accounts can reach a maximum of 2.25% annually, including platform fees. This fee covers the representative's fee, the subadvisor or model manager's fee, and the overlay platform fee. Custodian fees are separate.
Location
3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is a realtor with Coastal Pacific Real Estate, a Managing Partner at Avian Capital Markets Group, an Investment Advisor Representative with Concorde Asset Management, and a member of Alts Illustrator LLC. He is also an insurance agent with Concorde Insurance Agency, dedicating minimal time to this role.
Employment History
Current Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLC
Concorde Investment Services, LLCBroker
Previous Registrations
Dfpg Investments, LLC
Dfpg Investments, LLCBroker
Westpark Capital, INC.
Westpark Capital, INC.Broker
Stira Capital Markets Group, LLCBroker
Berkeley Capital Securities, L.L.C.Broker
Nnn Capital CORP.Broker
Directed Services, INC.Broker
Citicorp Investment ServicesBroker
Citicorp Investment Services
Spc
Sammons Securities Company, LLCBroker
Metlife Investors Distribution CompanyBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations33 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.