Jeffery Scott Fehrman
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.
Jeffery Scott Fehrman is an investment adviser representative with Concurrent Investment Advisors, LLC in Augusta, GA, where they have been registered since 2026. They have worked in the securities industry since 1993 and have been registered with 3 firms, including Raymond James Financial Services Advisors, Inc and Suntrust Investment Services, Inc. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Georgia and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia, Texas
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.
- Raymond James Financial ServicesJul 2009 – Feb 2026Augusta, GA
- Fehrman Investment GroupJul 2009 – no end date reportedAugusta, GA
- Insurance-non VariableDec 2010 – Oct 2018Augusta, GA
- Raymond James Financial Services Advisors, IncJul 2009 – Feb 2026Augusta, GA
- AREA 18 Cutting Horse AssociationNov 2013 – no end date reportedLincolnton, GA
- Concurrent Investment Advisors, LLCFeb 2026 – no end date reportedAugusta, 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
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffery Scott Fehrman 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.
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