Jeffrey Alan Maclardy
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.
Jeffrey Alan Maclardy is an investment adviser representative with Concurrent Investment Advisors, LLC in Vancouver, WA, where they have been registered since 2023. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Raymond James Financial Services Advisors, Inc and LPL Financial LLC. 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 Washington.
Registrations & licenses
- Investment adviser:
- Washington
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.
- R.F. Stearns, Inc.Sep 1993 – May 2018Lake Oswego, OR
- JAM Computer ConsultingMar 2001 – no end date reportedCamas, WA
- LPL Financial, LLCJul 2018 – Oct 2019Vancouver, WA
- UnemployedMay 2018 – Dec 2018Camas, WA
- Raymond James Financial Services Advisors, IncOct 2019 – Apr 2023Vancouver, WA
- Raymond James Financial Services, IncOct 2019 – Apr 2023Vancouver, WA
- Concurrent AdvisorsOct 2019 – Apr 2023Vancouver, WA
- Columbia Associates Financial Group, Inc.Jan 2019 – no end date reportedVancouver, WA
- Concurrent Investment Advisors LLCApr 2023 – no end date reportedVancouver, WA
- Purshe Kaplan Sterling InvestmentsApr 2023 – Jul 2024Albany, NY
Official records & sources
Data as of June 21, 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. Jeffrey Alan Maclardy 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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