JN
Jonathan G. Neher
CONCURRENT INVESTMENT ADVISORS
Fort Collins, CO 80525
Some features on this profile are disabled
CRD#: 2962974
JN
Professional summary
Jonathan Galen Neher, who also goes by Jonathan Neher, is a registered financial advisor currently at CONCURRENT INVESTMENT ADVISORS, LLC located in Fort Collins, Colorado and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Jonathan has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonathan Neher
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. Concurrent Investment Advisors d/b/a�Avenues To Wealth Financial Advisors, A Legacy Private Wealth Partner. Investment-related. At registered location. RIA. IAR. 08/2025. 160 hrs/month. 160 hrs during trading hrs. Investment advisor. 2. Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 08/2025. 5 hrs/month. 5 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. Mountain Lake Financial, LLC. Investment-related. At registered location. Operating LLC/Support Company. President. 02/2006. 5 hrs/month. 0 hrs during trading hrs. This is the holding company for Avenues To Wealth Financial Advisors. All fees and insurance commissions that are paid to me, get transferred into this account and this is the account that I pay salaries and bills from. 4. Midtown Associates, LLC. Not investment-related. 1565 Benfleet Ct, Windsor, CO 80550. Agriculture/Farming. Manager. 05/2020. 2 hrs/month. 0 hrs during trading hrs. I oversee a farm in Kansas that my brothers and I inherited from our father. We have a tenant that farms it for us. My responsibility is to pay the mortgage and other bills and to sell grain. 5. WealthWise College Planning. Not investment-related. At registered location. Consulting Services. Owner. 04/2024. 10 hrs/month. 10 hrs during trading hrs. This was set up as a DBA/Trade name for a college planning business that I was working to set up. At this time it has been shelved, but we continue to do some college planning as part of our regular planning. I am the sole owner of this. 6. Pennsylvania Dutch Properties, LLC. Not investment-related. 1565 Benfleet Ct, Windsor, CO 80550. Real Estate Rental. Owner. 12/2024. 3 hrs/month. 0 hrs during trading hrs. This is a holding company for a rental property and a piece of land that we are owners of in Pennsylvania. Currently the house is not rented and we do not have income coming in, as the place needs to be renovated. Currently the land is vacant. 7. Real Estate Rental - Jonathan & Phyllis Neher. Not investment-related. 1565 Benfleet Ct, Windsor, CO 80550. Real Estate Rental. Owner. 10/2023. 2 hrs/month. 0 hrs during trading hrs. My wife and I own a rental home in Florida that is rented as a short-term rental. We have a property manager that oversees all day-to-day activities. Our responsibilities are to pay the expenses. We are pretty much hands off. 8. Rand Mountain Estates, LLC. Not investment-related. 1565 Benfleet Ct, Windsor, CO 80550. Real Estate Rental. Owner. 11/2021. 10 hrs/month. 0 hrs during trading hrs. Holding company for a rental home, that is owned by myself and my two brothers. It is currently rented to my brother. He takes care of all maintenance on the house. My job is to merely pay taxes and insurance. I am the managing member of the LLC. 9. Copeland Falls Estates, LLC. Not investment-related. 1565 Benfleet Ct, Windsor, CO 80550. Real Estate Rental. Managing Member. 11/2020. 5 hrs/month. 0 hrs during trading hrs. This is a holding company for a rental property that my two brothers and I own together. I am the Managing Member of the LLC and also act as the property manager of the property. Our mother and a friend live in the house.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Galen Neher'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®
NoneExperience
Current
September 22, 2025 - Present
CONCURRENT INVESTMENT ADVISORS, LLC
Office #1: 3926 John F Kennedy Pkwy., Unit 9b, Fort Collins, CO 80525RIA
CRD#: 323135
Fort Collins, CO
Current
September 23, 2025 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 80 State Street, Albany, NY 12207Office #2: 3926 John F. Kennedy Pkwy Unit 9b, Fort Collins, CO 80525BD
CRD#: 35747
ALBANY, NY
Past
December 1, 2008 - October 1, 2025
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Fort Collins, CO
Past
December 1, 2008 - October 1, 2025
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Fort Collins, CO
Past
November 27, 2007 - December 4, 2008
PLANMEMBER SECURITIES CORPORATION
RIA
CRD#: 11869
FORT COLLINS, CO
Past
August 25, 2006 - December 4, 2008
PLANMEMBER SECURITIES CORPORATION
BD
CRD#: 11869
FORT COLLINS, CO
Past
August 1, 2002 - July 24, 2006
LINCOLN INVESTMENT
BD
CRD#: 519
HAUPPAUGE, NY
Past
January 3, 2002 - August 5, 2002
BROOKSTREET SECURITIES CORPORATION
BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past
March 23, 1998 - June 18, 2001
PMG SECURITIES CORPORATION
BD
CRD#: 27107
ELGIN, IL
Past
November 3, 1997 - March 5, 1998
LADENBURG CAPITAL MANAGEMENT INC.
BD
CRD#: 14623
BETHPAGE, NY
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".
CI
CONCURRENT INVESTMENT ADVISORS, LLC
44 MANAGEMENT | WINE COUNTRY WEALTH | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE HAMILTON GROUP | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SAUER WEALTH MANAGEMENT | PRICE FINANCIAL MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEGACY PRIVATE WEALTH PARTNERS | LAURUS FINANCIAL GROUP | KEATON AND SAMS WEALTH MANAGEMENT | INSIGHT PRIVATE WEALTH | HUDSON WEALTH MANAGEMENT | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | GRH WEALTH MANAGEMENT | GREAT BASIN ASSET MANAGEMENT | FIG GARDEN WEALTH MANAGEMENT | FAMILY WEALTH SOLUTIONS | ENGLESTAD WEALTH ADVISORS | ELEVATE FAMILY PARTNERS | EAGLE CAPITAL | DAS WEALTH MANAGEMENT GROUP | DANIELSON TATE CAPITAL PARTNERS | CROWNMARK WEALTH ADVISORS | COX, KLUGH AND CO. | CORNERSTONE PRIVATE WEALTH PARTNERS | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH
CRD#: 323135 / SEC#: 801-126555
RIA
Registered Investment Advisory firm - (9/8/2022 Approved)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
Arizona(9/23/2025)
IAR
Colorado(9/22/2025)
RR
Colorado(9/23/2025)
RR
Florida(9/23/2025)
RR
Idaho(9/23/2025)
RR
Indiana(9/23/2025)
RR
Iowa(9/23/2025)
RR
Kentucky(9/23/2025)
RR
Michigan(9/23/2025)
RR
Minnesota(9/23/2025)
RR
Nebraska(9/23/2025)
RR
New York(9/23/2025)
IAR
Texas(9/22/2025)
RR
Texas(9/23/2025)
RR
Virginia(9/23/2025)
RR
Wisconsin(9/23/2025)
RR
Wyoming(9/23/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CONCURRENT INVESTMENT ADVISORS, LLC
44 MANAGEMENT | WINE COUNTRY WEALTH | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE HAMILTON GROUP | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SAUER WEALTH MANAGEMENT | PRICE FINANCIAL MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEGACY PRIVATE WEALTH PARTNERS | LAURUS FINANCIAL GROUP | KEATON AND SAMS WEALTH MANAGEMENT | INSIGHT PRIVATE WEALTH | HUDSON WEALTH MANAGEMENT | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | GRH WEALTH MANAGEMENT | GREAT BASIN ASSET MANAGEMENT | FIG GARDEN WEALTH MANAGEMENT | FAMILY WEALTH SOLUTIONS | ENGLESTAD WEALTH ADVISORS | ELEVATE FAMILY PARTNERS | EAGLE CAPITAL | DAS WEALTH MANAGEMENT GROUP | DANIELSON TATE CAPITAL PARTNERS | CROWNMARK WEALTH ADVISORS | COX, KLUGH AND CO. | CORNERSTONE PRIVATE WEALTH PARTNERS | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH
CRD#: 323135 / SEC#: 801-126555
RIA
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Contact information
Main Address
100 S. Ashley Drive Suite 830, Tampa, FL 33602
Mailing Address
Phone number
(813) 709-8800
Established
Firm type
Fiscal year end
# of Employees
188
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,278 |
| AUM (Assets Under Management) | $ 9,901,639,186 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CONCURRENT INVESTMENT ADVISORS, LLC
CRD#: 323135Fort Collins, CO 80525TRUST BUT VERIFY
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