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JL

Josiah David Lederman

CONCORDE ASSET MANAGEMENT

Fort Wayne, IN

·CRD# 6871359·9 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

9 years in the financial services industry

Current & Past Employments

CONCORDE ASSET MANAGEMENT, LLC·CRD# 140367

RIA

3458 Stellhorn Rd, Fort Wayne, IN 46815

May 23, 2019 - Present

CONCORDE INVESTMENT SERVICES, LLC·CRD# 151604

BD

3458 Stellhorn Rd, Fort Wayne, IN 46815

May 23, 2019 - Present

CONCORDE ASSET MANAGEMENT, LLC·CRD# 140367

RIA

Fort Wayne, IN

March 29, 2018 - April 22, 2019

CONCORDE INVESTMENT SERVICES, LLC·CRD# 151604

BD

Fort Wayne, IN

November 13, 2017 - April 22, 2019

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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 - SEC (4/19/2012 Approved)

California

Registered Investment Advisory firm - California (11/28/2012 Terminated)

Colorado

Registered Investment Advisory firm - Colorado (11/29/2012 Terminated)

Illinois

Registered Investment Advisory firm - Illinois (4/19/2012 Terminated)

Indiana

Registered Investment Advisory firm - Indiana (11/5/2012 Terminated)

Kansas

Registered Investment Advisory firm - Kansas (11/5/2012 Terminated)

Michigan

Registered Investment Advisory firm - Michigan (11/27/2012 Terminated)

Missouri

Registered Investment Advisory firm - Missouri (11/5/2012 Terminated)

Ohio

Registered Investment Advisory firm - Ohio (11/7/2012 Terminated)

Pennsylvania

Registered Investment Advisory firm - Pennsylvania (11/7/2012 Terminated)

Texas

Registered Investment Advisory firm - Texas (11/5/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

3909 Research Park Drive Suite 200, Ann Arbor, MI 48108

Phone Number

(248) 824-6710

# of Employees

76

SEC notice filing (48 States and Territories)

Registered to provide investment advisory services in 48 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV WRAP FEE BROCHURE (7/24/2026)

ADV PART 2 BROCHURE (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,705

AUM (Assets Under Management)

$598,360,368

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 - SEC (4/19/2012 Approved)

California

Registered Investment Advisory firm - California (11/28/2012 Terminated)

Colorado

Registered Investment Advisory firm - Colorado (11/29/2012 Terminated)

Illinois

Registered Investment Advisory firm - Illinois (4/19/2012 Terminated)

Indiana

Registered Investment Advisory firm - Indiana (11/5/2012 Terminated)

Kansas

Registered Investment Advisory firm - Kansas (11/5/2012 Terminated)

Michigan

Registered Investment Advisory firm - Michigan (11/27/2012 Terminated)

Missouri

Registered Investment Advisory firm - Missouri (11/5/2012 Terminated)

Ohio

Registered Investment Advisory firm - Ohio (11/7/2012 Terminated)

Pennsylvania

Registered Investment Advisory firm - Pennsylvania (11/7/2012 Terminated)

Texas

Registered Investment Advisory firm - Texas (11/5/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

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)

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 66 — Uniform Combined State Law Examination

Passed Mar 2018About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2017About the Series 7 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Josiah David Lederman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JL

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