John T. O'SHea

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

• 08/2004 → 11/2021
  Tiaa-Cref
  St. Louis, MO
• 12/2021 → 04/2026
  Raymond James & Associates, Inc
  Houston, TX
• 04/2026 → Present
  Tavo Wealth
  St. Louis, MO
• 04/2026 → Present
  Concurrent Investment Advisors, Llc
  St. Louis, MO

Previous Registrations

• 2022-04-05 → 2026-05-11
  Raymond James & Associates, Inc.
  Houston, TX
  Saint Louis, MO
  Saint Louis, MO
  Houston, TX
• 2005-09-30 → 2007-12-31
  Tiaa-Cref Individual & Institutional Services, Llc
  St. Louis, MO
  St. Louis, MO

Other Businesses

TAVO Wealth; Investment Related: Yes; 9209 Caddyshack Circle, St. Louis, MO 63127; Support Company/DBA; Owner/Wealth Advisor; 04/2026; 160 hrs/mo; 140 trading hrs/mo; Support Company/DBA under which name advisory services and general business administration will be conducted. TAVO Wealth Holdings, LLC; Investment Related - Yes; 9209 Caddyshack Circle, St. Louis, MO 63127; Owner - Support Company; 04/2026; 1 hr/month during trading hours 1 for 2 Education Foundation; Investment Related - No; 4337 E Grand River Ave, Howell, MI 48843; Director - Family Foundation; 06/01/2018; 10 hrs/month, none during trading hours; support family foundation providing scholarships annually.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-04
• S65 Uniform Investment Adviser Law Examination
  2005-09-29

Other Names

• John T. O'SHea
• John T Oshea
• John T O'SHea