John Hilsman James

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

• 09/2015 → 05/2020
  Montgomery Academy
  Montgomery, AL
• 10/2024 → Present
  Wealth Partners Alliance
  Dallas, TX
• 09/2025 → Present
  Concurrent Investment Advisors, Llc
  Dallas, TX
• 06/2020 → 07/2020
  Rushton Stakely Law Firm
  Montgomery, AL
• 08/2020 → 05/2024
  University Of Alabama
  Tuscaloosa, AL
• 05/2021 → 07/2021
  Jim Bishop Cabinets
  Montgomery, AL
• 06/2022 → 07/2022
  London School Of Economics
  London
• 05/2023 → 06/2023
  P2 Pathway Public Affairs
  Washington, DC
• 06/2023 → 07/2023
  Washington, D.C.
  Washington, DC
• 06/2024 → 09/2024
  Unemployed
  Dallas, TX

Other Businesses

Wealth Partners Alliance; 12240 Inwood Rd, Dallas TX 75244; Investment Related; Support Company; Wealth Associate; 10/2024; 160 hrs/mo; 140 trading hrs/mo; DBA under which name advisory services are conducted.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-25

Other Names

• John Hilsman James