Jake Feldman
Financial advisor at Concurrent Investment Advisors, LLC · Tampa, FL
Last updated 2026-10-10
Claim your profileJake Feldman is a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL, CRD 7570743. Licenses and exams on the registration: Series 66. IAPD registration began 2023-07-05.
Registration
- CRD number
- 7570743
- Registration status
- Active
- IAPD registration
- 2023-07-05
- Industry Experience
- 3 years
- Work Experience
- 13 years
- States registered
- FL
Licenses and exams
- Series 66
Work history
- 2023-05 to 2025-03 · Morgan Stanley Smith Barney LLC · Tampa, FL
- 2018-05 to 2020-02 · Life Time Fitness · Columbia, MD
- 2019-06 to 2023-05 · University of Maryland · College Park, MD
- 2019-06 to 2020-12 · Howard Community College · Columbia, MD
- 2013-06 to 2018-04 · Unemployed · Laurel, MD
- 2025-03 to 2025-12 · Ameriprise Financial Services LLC · Tampa, FL
- 2016-01 to 2018-04 · Atholton High School · Columbia, MD
- 2026-03 to Present · Concurrent Investment Advisors · Tampa, FL
- 2026-03 to Present · Purshe Kaplan Sterling Investments · Albany, NY
Current employment
- Concurrent Investment Advisors, LLC · Tampa, FL
Concurrent Investment Advisors, LLC
- Regulatory AUM
- $15,727,990,844
- Registered advisors
- 349
- Offices
- 221
- Clients per advisor
- 38.0 (Low)
- Average AUM per client
- $1.2M (Low)
- High-net-worth client ratio
- 22.7% (Moderate)
Concurrent Investment Advisors, LLC: advisors, services and reported ETF investments
About
Jake Feldman is a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL. Reported securities licenses include Series 66. The latest record indicates 3 years of industry experience and 13 years of reported work history. Reported roles include Concurrent Investment Advisors, Purshe Kaplan Sterling Investments, Ameriprise Financial Services LLC, Morgan Stanley Smith Barney LLC, among others.
SEC disclosures list additional business and community activities: 1: Concurrent investment advisors; Investment-related.
Concurrent Investment Advisors, LLC's firm-level Form ADV reports 349 advisors across 221 offices; approximately 38.0 clients per advisor, average assets per client of $1,184,604, and regulatory AUM of $15.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $6B across 743 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jake Feldman personally.
Reported ETF positions
Concurrent Investment Advisors reports 743 ETF positions worth $6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $373.4M |
| SPY — SPDR S&P 500 ETF TRUST | $175.5M |
| QQQ — Invesco QQQ Trust, Series 1 | $149.9M |
| IVV — iShares Core S&P 500 ETF | $149.6M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $107.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Concurrent Investment Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $47.9M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $37.8M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $7.6M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $13M | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Concurrent Investment Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
100 S. Ashley Drive, Tampa, FL 33602
349 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 813-709-8800
- Website: legacyprivatewealthholdings.com
Official record
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