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Jonathan Stanton Leeks

Concurrent Investment Advisors, LLC

Tampa, FL

Olathe, KS

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Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-06
KS RA APPROVED 2025-01-06
  • FL RA
    APPROVED
    Since 2025-02-06
  • KS RA
    APPROVED
    Since 2025-01-06

Branch Locations

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

Olathe, KS • 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
Lockton Companies, Llc Kansas City MO 01/2019 12/2021
Lockton Investment Services, Llc Kansas City MO 01/2019 12/2021
Prairie Capital Management Kansas City MO 08/2017 01/2019
Lockton Companies, Llc Kansas City MO 11/2014 08/2017
Kona Grill Kansas City MO 03/2011 01/2018
Creative Planning, Llc Overland Park KS 01/2019 01/2025
Concurrent Investment Advisors, Llc Olathe KS 01/2025 Present
  • 01/2019 → 12/2021
    Lockton Companies, Llc
    Kansas City, MO
  • 01/2019 → 12/2021
    Lockton Investment Services, Llc
    Kansas City, MO
  • 08/2017 → 01/2019
    Prairie Capital Management
    Kansas City, MO
  • 11/2014 → 08/2017
    Lockton Companies, Llc
    Kansas City, MO
  • 03/2011 → 01/2018
    Kona Grill
    Kansas City, MO
  • 01/2019 → 01/2025
    Creative Planning, Llc
    Overland Park, KS
  • 01/2025 → Present
    Concurrent Investment Advisors, Llc
    Olathe, KS
Previous Registrations
  • 2022-02-08 → 2025-01-07
    Creative Planning
    Kansas City, MO
    Overland Park, KS
    Overland Park, KS
    Overland Park, KS
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-13
  • S66 Uniform Combined State Law Examination
    2021-03-13
Other Names
  • Johnathan Leeks
  • Jonathan Leeks

View on SEC IAPD

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