Brooke Jackson McLeod
Investment Adviser Representative at Concurrent Investment Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brooke Jackson Mcleod is an investment adviser representative with Concurrent Investment Advisors, LLC in Alpharetta, GA, where they have been registered since 2023. They have worked in the securities industry since 2013 and were previously registered with United Capital Financial Advisers. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Georgia.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Girard Securities, Inc.Jun 2013 – Nov 2017San Diego, CA
- United Capital Financial Advisers, LLCJun 2013 – Apr 2019Newport Beach, CA
- Cetera Advisor Networks LLCNov 2017 – May 2019El Segundo, CA
- Raymond James Financial Services, Inc.Jan 2021 – Sep 2023Alpharetta, GA
- Lumature Wealth Partners, LLCJan 2021 – no end date reportedAlpharetta, GA
- Concurrent Investment Advisors LLCSep 2023 – no end date reportedAlpharetta, GA
- Raymond James Financial Services, Inc.Dec 2020 – Sep 2023Alpharetta, GA
- Lumature Wealth Partners LLCDec 2020 – Sep 2023Alpharetta, GA
- N/aJul 2020 – Dec 2020Appling, GA
- Tile Center Inc.May 2020 – Jun 2020Augusta, GA
- N/aJun 2019 – Apr 2020Appling, GA
- United Capital Financial AdvisorsJun 2013 – May 2019Alpharetta, GA
- Cetera Advisor Networks LLCNov 2017 – May 2019Alpharetta, GA
- Girard SecuritiesJun 2013 – Oct 2017Alpharetta, GA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Concurrent Investment Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- $0 - $1,000,0002.00%
- $1,000,001 - $2,000,0001.70%
- $2,000,001 - $3,000,0001.60%
- $3,000,001 - $5,000,0001.50%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Family Office, Wealth Management, Estate Planning, Retirement/401K Services, and Insurance
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 271
- Offices listed on AdvisorFinder:
- 41
- Main office:
- Tampa, FL
- SEC file number:
- 801-126555
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Concurrent Investment Advisors, LLC
Showing 12 of 271 in the directory
Similar advisors in Alpharetta, GA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brooke Jackson McLeod has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched