TJ
Thomas B. Jahncke
CONCORDE ASSET MANAGEMENT
Irvine, CA 92630
Some features on this profile are disabled
CRD#: 1078444
TJ
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 22, Series 14, Series 27, Series 24 and Series 39 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jahncke
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.
1) Passco Companies LLC, Investment related, Real Estate Management and Syndication, 2050 Main #650, Irvine, CA 92614. Senior VP, own 11.5%. participate in the creation of real estate syndications, create real estate offerings for Concorde to market. Start date 11/15/2005, 11-20 hours/month during non trading hours, 40 hours/month full time during trading hours. 2) Passco Capital Inc, Investment related, lead placement for broker dealer for Passco Companies LLC, IRVINE, CA. President, Principal and FinOp, Start date 07/01/2023, 6-10 hours/month during non trading hours, 40 hours/month full time during trading hours. 3) Bybrook LLC and Bybrook Marine, LLC. Non Investment related, 18862 Jamestown Circle, Northville, MI 48168. 67% Owner , Managing Member, owns family cottage and boats, manage property and limited rentals. 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. 4) PASSCO COMPANIES DEVELOPMENT, LLC. INVESTMENT RELATED. IRVINE, CA. VICE PRESIDENT. INVEST IN REAL ESTATE AND CREATE SOME SYNDICATIONS. Start date 07/01/2023, 1-5 HOURS/MONTH DURING TRADING AND NON TRADING HOURS. 5) Jahncke Mineral Rights LLC; 21779 Tahoe Lane, Lake Forest, CA. Managing Member; 25% owner. 1-5 non-business hours; 1-5 hours during business. No conflict with Titan or Passco Capital. 6) Passco Investors LLC, Non Investment related, 2050 Main #650, Irvine CA 92614, owns 20% ownership in Passco Companies. I own 5% of Passco Investors LLC and therefore an additional 1% ownership in Passco Companies; Work 1-5 non business hours and 1-5 during business hours. Start date 07/01/2023 No client conflict. 7) Concorde Asset Management, Investment Related, Irvine CA, advisory services, Investment Advisor Representative, Start date 08/01/2023 full time during trading hours. 8) Five Buoys LLC, Investment related, 21779 Tahoe Ln, Lake Forest CA 92630, Family LLC, designed to move ownership of assets, timeshares, indirect ownership, Oil and Gas ownership. Managing Member/100% Owners. 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Book Jahncke's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 4, 2023 - Present
CONCORDE ASSET MANAGEMENT, LLC
Office #1: 2050 Main St Suite #650, Irvine, CA 92630RIA
CRD#: 140367
Irvine, CA
Current
December 18, 2001 - Present
PASSCO CAPITAL, INC.
Office #1: 2050 Main Street Suite 650, Irvine, CA 92614Office #2: 2050 Main Street Suite 650, Irvine, CA 92614BD
CRD#: 117323
Irvine, CA
Current
August 7, 2023 - Present
CONCORDE INVESTMENT SERVICES, LLC
Office #1: 2050 Main St Suite #650, Irvine, CA 92630BD
CRD#: 151604
Irvine, CA
Past
August 8, 2016 - June 30, 2023
TITAN SECURITIES
BD
CRD#: 131392
PLANO, TX
Past
August 5, 2016 - June 30, 2023
TITAN SECURITIES
RIA
CRD#: 131392
Irvine, CA
Past
February 7, 2014 - August 8, 2016
CONCORDE INVESTMENT SERVICES, LLC
BD
CRD#: 151604
IRVINE, CA
Past
February 6, 2014 - August 8, 2016
CONCORDE ASSET MANAGEMENT, LLC
RIA
CRD#: 140367
IRVINE, CA
Past
February 13, 2012 - February 6, 2014
INDEPENDENT FINANCIAL GROUP, LLC
RIA
CRD#: 7717
IRVINE, CA
Past
February 13, 2012 - February 6, 2014
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
IRVINE, CA
Past
September 1, 2004 - February 10, 2012
PACIFIC WEST FINANCIAL CONSULTANTS INC
RIA
CRD#: 108728
IRVINE, CA
Past
September 1, 2004 - February 10, 2012
PACIFIC WEST SECURITIES, INC.
BD
CRD#: 6390
IRVINE, CA
Past
December 31, 1997 - August 31, 2004
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
IRVINE, CA
Past
April 8, 1997 - October 11, 2000
CAPTEC SECURITIES CORPORATION
BD
CRD#: 42304
ANN ARBOR, MI
Past
April 9, 1996 - August 31, 2004
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
ROCKVILLE, MD
Past
February 28, 1994 - April 5, 1995
BREAN MURRAY & CO., INC.
BD
CRD#: 7541
NEW YORK, NY
Past
July 9, 1993 - February 9, 1994
DICKINSON & CO.
BD
CRD#: 689
DES MOINES, IA
Past
April 7, 1992 - August 19, 1992
PLANNED INVESTMENTS INC.
BD
CRD#: 5066
ATLANTA, GA
Past
January 13, 1992 - April 14, 1992
NORTHSTAR SECURITIES, INC.
BD
CRD#: 11247
DALLAS, TX
Past
May 4, 1988 - December 13, 1988
MAY SECURITIES CORPORATION
BD
CRD#: 6086
Past
January 14, 1987 - December 19, 1990
FUNDING CAPITAL INC.
BD
CRD#: 16108
Past
March 1, 1983 - October 25, 1991
HALL SECURITIES CORPORATION
BD
CRD#: 13013
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CONCORDE ASSET MANAGEMENT, LLC
CONCORDE ASSET MANAGEMENT LLC | CONCORDE ASSET MANAGEMENT, LLC
CRD#: 140367 / SEC#: 801-74519
RIA
Registered Investment Advisory firm - (4/19/2012 Approved)California
Registered Investment Advisory firm - (11/28/2012 Terminated)Colorado
Registered Investment Advisory firm - (11/29/2012 Terminated)Illinois
Registered Investment Advisory firm - (4/19/2012 Terminated)Indiana
Registered Investment Advisory firm - (11/5/2012 Terminated)Kansas
Registered Investment Advisory firm - (11/5/2012 Terminated)Michigan
Registered Investment Advisory firm - (11/27/2012 Terminated)Missouri
Registered Investment Advisory firm - (11/5/2012 Terminated)Ohio
Registered Investment Advisory firm - (11/7/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/7/2012 Terminated)Texas
Registered Investment Advisory firm - (11/5/2012 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/22/2014)
RR
Alaska(4/18/2014)
RR
Arizona(2/26/2014)
RR
Arkansas(1/19/2011)
RR
California(7/19/2002)
IAR
California(8/4/2023)
RR
Colorado(4/21/2014)
RR
Connecticut(4/22/2014)
RR
Delaware(4/21/2014)
RR
District of Columbia(3/21/2011)
RR
Florida(7/13/2006)
RR
Georgia(4/18/2014)
RR
Hawaii(4/21/2014)
RR
Idaho(4/18/2014)
RR
Illinois(2/24/2012)
RR
Indiana(3/25/2011)
RR
Iowa(8/23/2012)
RR
Kansas(4/24/2014)
RR
Kentucky(5/25/2011)
RR
Louisiana(4/21/2014)
RR
Maine(4/11/2011)
RR
Maryland(7/22/2002)
RR
Massachusetts(2/9/2011)
IAR
Michigan(8/8/2023)
RR
Michigan(8/9/2023)
RR
Minnesota(4/21/2014)
RR
Mississippi(4/24/2014)
RR
Missouri(3/24/2011)
RR
Montana(4/18/2014)
RR
Nebraska(4/7/2011)
RR
Nevada(4/14/2003)
RR
New Hampshire(4/6/2011)
RR
New Jersey(4/21/2014)
RR
New Mexico(3/2/2011)
RR
New York(6/5/2014)
IAR
North Carolina(8/7/2023)
RR
North Carolina(8/8/2023)
RR
North Dakota(3/9/2011)
RR
Ohio(6/13/2011)
RR
Oklahoma(5/23/2014)
RR
Oregon(9/9/2010)
RR
Pennsylvania(4/18/2014)
RR
Rhode Island(3/21/2011)
RR
South Carolina(4/21/2014)
RR
South Dakota(3/11/2011)
RR
Tennessee(5/2/2011)
RR
Texas(3/18/2011)
IAR
Texas(5/13/2024)
RR
Utah(3/2/2011)
RR
Vermont(6/10/2011)
RR
Virginia(3/8/2011)
RR
Washington(4/18/2014)
RR
West Virginia(4/29/2014)
RR
Wisconsin(4/4/2011)
RR
Wyoming(4/18/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CONCORDE ASSET MANAGEMENT, LLC
CONCORDE ASSET MANAGEMENT LLC | CONCORDE ASSET MANAGEMENT, LLC
CRD#: 140367 / SEC#: 801-74519
RIA
Registered Investment Advisory firm - (4/19/2012 Approved)California
Registered Investment Advisory firm - (11/28/2012 Terminated)Colorado
Registered Investment Advisory firm - (11/29/2012 Terminated)Illinois
Registered Investment Advisory firm - (4/19/2012 Terminated)Indiana
Registered Investment Advisory firm - (11/5/2012 Terminated)Kansas
Registered Investment Advisory firm - (11/5/2012 Terminated)Michigan
Registered Investment Advisory firm - (11/27/2012 Terminated)Missouri
Registered Investment Advisory firm - (11/5/2012 Terminated)Ohio
Registered Investment Advisory firm - (11/7/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/7/2012 Terminated)Texas
Registered Investment Advisory firm - (11/5/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108
Mailing Address
Phone number
(248) 824-6710
Established
Firm type
Fiscal year end
# of Employees
79
SEC notice filing (48 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,207 |
| AUM (Assets Under Management) | $ 489,858,232 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
