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Current Employers
Concurrent Investment Advisors, Llc

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-02-18
TX RA APPROVED 2026-02-13
  • GA RA
    APPROVED
    Since 2026-02-18
  • TX RA
    APPROVED
    Since 2026-02-13

Branch Locations

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

2908 Professional Parkway, Augusta, GA 30907 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Augusta GA 07/2009 02/2026
Fehrman Investment Group Augusta GA 07/2009 Present
Insurance-Non Variable Augusta GA 12/2010 10/2018
Raymond James Financial Services Advisors, Inc Augusta GA 07/2009 02/2026
Area 18 Cutting Horse Association Lincolnton GA 11/2013 Present
Concurrent Investment Advisors, Llc Augusta GA 02/2026 Present
Previous Registrations
  • 2009-07-27 → 2026-02-13
    Augusta, GA
    Augusta, GA
  • 2002-05-23 → 2009-07-21
    Truist Investment Services, Inc.
    Augusta, GA
    Evans, GA
    Thomson, GA
    Augusta, GA
    Augusta, GA
    Augusta, GA
    Augusta, GA
    Augusta, GA
    Martinez, GA
    Thomson, GA
    Augusta, GA
    Augusta, GA
Other Businesses

(1)Name of Business: Fehrman Farm, LLC Address: 4901 Augusta Highway, Lincolnton, GA, 30817, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/06/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the sole owner in an LLC that owns Fehrman Farm. (2)Name of Business: Fehrman Investment Group Address: 2908 Professional Pkwy, Augusta, GA, 30907, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 07/17/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA under which name advisory services and general business administration is conducted. (3)Name of Business: Fehrman LLC Address: 2908 Professional Parkway, Augusta, Ga. 30909, Augusta, GA, 30907, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/06/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: We are leasing back property to Fehrman Invesment from LLC property owner. (4) Fixed Insurance - Investment Related - 2908 Professional Pkwy, Augusta, GA, 30907-6504 - Insurance business - Independent Insurance Agent - 1 hour a month - Sales of traditional and fixed life insurance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-07-21
S63 Uniform Securities Agent State Law Examination 1993-03-30
  • S66 Uniform Combined State Law Examination
    2000-07-21
  • S63 Uniform Securities Agent State Law Examination
    1993-03-30
Designations
Other Names
  • Jeff Fehrman

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