Jake Feldman is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2026-01-27 | present | Yes |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2025-03-12 | 2025-12-24 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2023-07-05 | 2025-03-10 | — |