John Chess
John Chess is a registered investment advisor at Concorde Asset Management, LLC, based in Columbus, OH, with 21 years of industry experience. John 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
Columbus, OH
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2014Customer Dispute
August 2013Criminal
December 1986Criminal
March 1980Other Business ActivitiesSells Insurance
John is the president of Realty Invest, a real estate brokerage, since 2004. He also operates Chess Financial as a DBA for securities and investment advisory activities since 2010, and is an investment advisor representative with Concorde Asset Management, LLC since 2021. John dedicates minimal time to property management under Realty Invest.
Employment History
Current Registrations
Concorde Investment Services, LLCBroker
Concorde Asset Management, LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Lasalle St Securities, L.L.C.Broker
Nnn Capital CORP.Broker
State Registrations10 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.