JL
Josiah D. Lederman
CONCORDE ASSET MANAGEMENT
Fort Wayne, IN 46815
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CRD#: 6871359
JL
Professional summary
Josiah David Lederman is a registered financial advisor currently at CONCORDE ASSET MANAGEMENT, LLC located in Fort Wayne, Indiana and CONCORDE INVESTMENT SERVICES, LLC located in Fort Wayne, Indiana.
Josiah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Josiah has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Lederman Insurance Inc. 3458 Stellhorn Rd, Fort Wayne Indiana 46815. Non-investment related. Life Insurance Salesman,Contacting and selling life insurance to current and potential clients of the agency.v 01/2014.11-20 hrs/mo during business hours, 6-10 hrs/mo outside business hours. 2) Concorde Asset Management, LLC. Fort Wayne, IN. This is an investment related activity. Start date, March 2018, Investment Advisor Representative. Part time. 3) CONCORDE INSURANCE AGENCY, 19500 Victor Parkway, Suite 550, Livonia, MI 48152. This is an investment related activity. Insurance sales agent, 1-5 hrs/month outside business hours, 40+ hrs/month during business hours. 4) Lederman Financial Services, Investment related, 3485 Stellhorn Rd, Fort Wayne IN 46815, financial advising, owner, financial services, Start date 11-20 hours/month during non business hours, 40+ hours/month during business hours.
CRS (Client Relationship Summary) - RIA
Click below to view Josiah David Lederman'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
May 23, 2019 - Present
CONCORDE ASSET MANAGEMENT, LLC
Office #1: 3458 Stellhorn Rd, Fort Wayne, IN 46815RIA
CRD#: 140367
Fort Wayne, IN
Current
May 23, 2019 - Present
CONCORDE INVESTMENT SERVICES, LLC
Office #1: 3458 Stellhorn Rd, Fort Wayne, IN 46815BD
CRD#: 151604
Fort Wayne, IN
Past
March 29, 2018 - April 22, 2019
CONCORDE ASSET MANAGEMENT, LLC
RIA
CRD#: 140367
Fort Wayne, IN
Past
November 13, 2017 - April 22, 2019
CONCORDE INVESTMENT SERVICES, LLC
BD
CRD#: 151604
Fort Wayne, IN
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
Florida(1/5/2021)
RR
Illinois(1/7/2021)
RR
Indiana(5/23/2019)
IAR
Indiana(5/23/2019)
RR
Nebraska(1/5/2021)
RR
Ohio(1/21/2020)
RR
Pennsylvania(3/7/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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