Julio I Bedolla

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

• 05/2022 → 06/2023
  Dimensional Fund Advisors
  Santa Monica, CA
• 11/2019 → 01/2021
  Capital Group
  Irvine, CA
• 07/2018 → 10/2019
  Ernst & Young
  Los Angeles, CA
• 09/2013 → 05/2018
  St. John's University
  New York, NY
• 03/2021 → 08/2021
  Lincoln Avenue Capital
  Santa Monica, CA
• 08/2021 → 05/2022
  Royal Alliance Associates
  Pasadena, CA
• 08/2023 → 11/2024
  Lourdmurray
  Los Angeles, CA
• 12/2024 → 06/2026
  Assetmark Financial Holdings, Inc.
  La Puente, CA
• 12/2024 → 06/2026
  Assetmark Brokerage, Llc
  Concord, CA
• 06/2026 → Present
  Concurrent Investment Advisors, Llc
  Tampa, FL
• 06/2026 → Present
  Acumen Co
  Pineville, LA

Previous Registrations

• 2024-12-13 → 2026-06-24
  Assetmark, Inc.
  La Puente, CA
  Concord, CA
  Encino, CA

Other Businesses

Acumen Co, Investment Related: Yes; 602 B Main Street, Pineville LA 71360; Support company/DBA; Non Owner; Investment Analyst; 06/08/2026; 160 hrs/mo, 140 trading hrs/mo; DBA under which name advisory business will be conducted.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-28

Other Names

• Julio Isaac Bedolla