John Michael Grover

Employer firm

Concurrent Investment Advisors, LLC CRD 323135

$15.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2004 → 05/2019
  Raymond James & Associates, Inc.
  Houston, TX
• 02/2007 → 07/2026
  Performance Group
  Sugar Land, TX
• 05/2019 → 07/2026
  Raymond James Financial Services, Inc
  Houston, TX
• 05/2019 → 07/2026
  Raymond James Financial Services Advisors Inc.
  Houston, TX
• 03/2021 → Present
  Green Fiancial Group
  Houston, TX
• 05/2025 → Present
  Winstone Wealth Partners
  Houston, TX
• 07/2026 → Present
  Concurrent Investment Advisors
  Houston, TX
• 07/2026 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 08/2019 → Present
  Grover Planning And Investments
  Houston, TX

Previous Registrations

• 2019-05-29 → 2026-08-04
  Raymond James Financial Services Advisors, Inc
  Sugar Land, TX
  Houston, TX
  Houston, TX
  Houston, TX
• 2004-09-30 → 2019-05-31
  Raymond James & Associates, Inc.
  Houston, TX

Other Businesses

(1)Name of Business: Grover Planning and Investments LLC Address: 1400Post Oak Blvd, Suite 150, Houston, TX, 77057, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 08/26/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: this LLC is a DBA for all of the business I do at RJFS (2)Name of Business: Winstone Wealth Partners Address: 1400 Post Oak Blvd, Suite 150, Houston, TX, 77056, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/04/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: manage my clients (3)Name of Business: Winstone Wealth Partners Address: 1400 Post Oak Blvd Ste 150, Houston, TX, 77056-6009, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/22/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor (4) Purshe, Kaplan, Sterling Investments; Investment Related: Yes; 80 State Street, Albany NY 12207; Broker Dealer; Registered Representative; 7/31/2026; 5-10 hrs/mo; 5-10 trading hrs/mo; Broker dealer where commissionable and insurance activity will be conducted.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-20
• S63 Uniform Securities Agent State Law Examination
  1989-09-06