Thomas Book Jahncke
CFP®Professional Summary
Thomas Book Jahncke, CFP®, who also goes by Jahncke, is a registered financial advisor currently at CONCORDE ASSET MANAGEMENT, LLC located in Irvine, California and PASSCO CAPITAL, INC. located in Irvine, California. Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Thomas has worked at 16 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 31, Series 7, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jahncke
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
CONCORDE ASSET MANAGEMENT LLC | CONCORDE ASSET MANAGEMENT, LLC
Contact Information
Main Address
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108Phone Number
(248) 824-6710# of Employees
76SEC notice filing (48 States and Territories)
Registered to provide investment advisory services in 48 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,705AUM (Assets Under Management)
$598,360,368Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
CONCORDE ASSET MANAGEMENT LLC | CONCORDE ASSET MANAGEMENT, LLC
State Registrations and Notice Filings
(4/22/2014)
(4/18/2014)
(2/26/2014)
(1/19/2011)
(7/19/2002)
(8/4/2023)
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(3/21/2011)
(7/13/2006)
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(3/25/2011)
(8/23/2012)
(4/24/2014)
(5/25/2011)
(4/21/2014)
(4/11/2011)
(7/22/2002)
(2/9/2011)
(8/8/2023)
(8/9/2023)
(4/21/2014)
(4/24/2014)
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(4/18/2014)
(4/7/2011)
(4/14/2003)
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(4/21/2014)
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(8/7/2023)
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(3/9/2011)
(6/13/2011)
(5/23/2014)
(9/9/2010)
(4/18/2014)
(3/21/2011)
(4/21/2014)
(3/11/2011)
(5/2/2011)
(3/18/2011)
(5/13/2024)
(3/2/2011)
(6/10/2011)
(3/8/2011)
(4/18/2014)
(4/29/2014)
(4/4/2011)
(4/18/2014)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Jul 1982About the Series 22 examSeries 39 — Direct Participation Programs Principal Examination
Passed Aug 1982About the Series 39 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Thomas Book Jahncke's CRS (Customer Relationship Summary).
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