Advisor at Concurrent Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lebanon, VA 24266
Credentials
Series 65
Industry experience
< 1 year
Jack Cooper is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Concurrent and Lindamood Financial Group in 2025, he was a student and worked part-time at Walmart for ten years. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad range of clients. The firm serves over 10,000 clients through approximately 161 advisors and manages about $9.9 billion in assets, employing a long-term investment approach with customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments.
Based on Concurrent Investment Advisors, LLC
Based on Concurrent Investment Advisors, LLC
Project-based financial planning fixed fees up to $25,000; ongoing financial planning fixed fees up to $200,000 annually; fixed quarterly fees possible for investment management
$0 - $1,000,000: 2.00% annually $1,000,001 - $2,000,000: 1.70% annually $2,000,001 - $3,000,000: 1.60% annually $3,000,001 - $5,000,000: 1.50% annually $5,000,001 - $7,500,000: 1.40% annually $7,500,001 - $10,000,000: 1.30% annually $10,000,001+: 1.00% annually
Advisory Persons may earn commissions as Registered Representatives and insurance agents; separate from advisor fees
Financial planning services billed up to $500 per hour
Fee-only: Financial planning: up to $500/hour; fixed fee up to $25,000; ongoing fixed annual fee up to $200,000 per year
151 East Main Street
Lebanon, VA 24266
Virginia
Concurrent Investment Advisors, LLC
2025 - Present (1 year)
Lindamood Financial Group
2025 - Present (1 year)
Student / worked at Walmart part-time
2015 - 2025 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Lebanon, VA
Concurrent Investment Advisors, LLC
David Coleman Jr. is a financial advisor at Concurrent Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones for seven years. Outside of his advisory role, he is involved with Lindamood Financial Group as a financial advisor and is a registered representative at Purshe Kaplan Sterling Investments. Concurrent Investment Advisors is an enterprise firm with approximately 161 advisors serving over 10,000 clients. The firm offers wealth management, financial planning, and retirement plan advisory services, managing about $9.9 billion in client assets with a long-term investment approach that includes diversified portfolios and opportunistic trading.
Series 66
Lebanon, VA
Concurrent Investment Advisors, LLC
Jordan Tickle is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. He has four years of industry experience, including roles at Purshe Kaplan Sterling Investments and Raymond James Financial. Outside of finance, he owns and operates Jordan Tickle Photography, providing photography services for events and portraits. Concurrent Investment Advisors offers wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, employing a long-term investment approach with customized portfolios.
Series 65
Lebanon, VA
Concurrent Investment Advisors, LLC
Isaac Hampton is a financial consultant at Concurrent Investment Advisors, LLC with one year of industry experience. He previously worked at Northwestern Mutual and Amazon. Hampton is based in Lebanon, VA, and holds a Series 65 designation. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and employs a long-term investment approach with customized portfolios.
Series 66
Lebanon, VA
Concurrent Investment Advisors, LLC
Matthew Lindamood is a financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Raymond James Financial. Outside of his advisory role, he is involved in managing rental property through Lindamood Property Group. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, managing nearly $10 billion in client assets. The firm employs a long-term investment approach using diversified portfolios of ETFs, mutual funds, individual securities, and alternative investments, supported by a large network of advisors and affiliated sub-advisers.
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