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Jason Lewis Hudson

Advisor at Concurrent Investment Advisors, LLC — Hattiesburg, MS

Updated today

Credentials

Series 66

Experience

13 years

Location

Hattiesburg, MS 39401

Concurrent Investment Advisors, LLC logo

Concurrent Investment Advisors, LLC

Enterprise

Total advisors

353

Across 123 offices

Clients per advisor

38 Low

Avg AUM per client

$1,183,802 High

HNW client ratio

23% Typical

About

Jason Hudson is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. He has 13 years of industry experience, including roles at Edward Jones Investments from 2013 to 2024 and Purshe Kaplan Sterling Investments from 2024 to 2025. Hudson is also involved in the sale of fixed/traditional insurance products. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, with an investment approach focused on customized, primarily long-term portfolios that use ETFs, mutual funds, and other securities.

Client services

Based on Concurrent Investment Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Concurrent Investment Advisors, LLC

Wealth management

Occupation focus

Based on Concurrent Investment Advisors, LLC

Founder/Business Owner

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Fee options

Fixed

Fixed fees for financial planning services up to $25,000 per project or fixed annual fees up to $200,000 for ongoing planning.

Percentage

$0 - $1,000,000: 2.00% annually $1,000,001 - $2,000,000: 1.70% annually $2,000,001 - $3,000,000: 1.60% annually $3,000,001 - $5,000,000: 1.50% annually $5,000,001 - $7,500,000: 1.40% annually $7,500,001 - $10,000,000: 1.30% annually $10,000,001+: 1.00% annually

Commissions

Certain Advisory Persons may receive commissions as registered representatives and/or insurance agents, in addition to advisory fees, for securities and insurance transactions.

Project-based

Up to $500 per hour for project-based financial planning services.

Other

Fee-only: Financial planning services billed up to $500 per hour or fixed fees up to $25,000 per project; ongoing planning engagements charged up to $200,000 annually.

Location

See office

Hattiesburg, MS

222 N. Main Street

Hattiesburg MS 39401

Advisors at this office

1

Most active in

Mississippi · Texas

Work history

13 years of industry experience

Purshe Kaplan Sterling Investments

2024 - 2025 • 1 year

Albany, NY

Concurrent Investment Advisors, LLC dba Hudson Wealth Management

2024 - Present • 2 years

Hattiesburg, MS

Edward Jones investments

2013 - 2024 • 11 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Chad E

CFA®

Hattiesburg, MS

Lee-Way Financial Services, Inc

Chad Edmonson is a CFA® charterholder with 10 years of industry experience, currently serving as the sole advisor at Lee-Way Financial Services, Inc. in Hattiesburg, MS, where he has worked since 2015. He holds leadership roles with the MSMS Foundation and Friends of MSMS and serves on the finance committee of Westminster Presbyterian Church. Edmonson is also involved in various business and real estate investments, including restaurant and testing laboratory ventures. Lee-Way Financial Services provides discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes tax-aware investment selection and longer-term holdings with a focus on income and growth, often incorporating bonds, REITs, and publicly traded limited partnerships into client portfolios.

Wealth management Passive / index investing Real estate investing
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Marc M

Series 66

Hattiesburg, MS

Truline Wealth Group, LLC

Marc Maddox is a financial advisor at Truline Wealth Group, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including ICOM Advisors, LLC and Valic Financial Advisors. Maddox also serves as Vice President of the employee Benefits Division at Maddox Benefits, LLC, where he is involved in the sale of insurance products. Truline Wealth Group provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, implementing portfolios primarily through equities, fixed income, mutual funds, and ETFs. The firm uses a combination of proprietary quantitative models, third-party model portfolios, and strategic asset allocation, managing over $170 million in assets.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Henry M

Series 65

Hattiesburg, MS

Inman Jager Wealth Management, LLC

Henry Mc Call is a Series 65-licensed advisor at Inman Jager Wealth Management, LLC with experience dating back to 2018. His background includes roles in campus recreation at the University of Mississippi and positions in the hospitality and retail sectors. Inman Jager Wealth Management serves individuals, families, trusts, charitable organizations, retirement plans, and small businesses with discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach using a mix of equities, ETFs, bonds, and other instruments, supported by an institutional platform and a compact advisory team.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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Jason J

CFP®, Series 66

Hattiesburg, MS

Inman Jager Wealth Management, LLC

Jason Jager is a CFP® with 10 years of industry experience, currently serving as an advisor at Inman Jager Wealth Management, LLC. His work history includes roles at Jager Wealth Management LLC and PriorityOne Bank, among others. Inman Jager Wealth Management advises individuals, high-net-worth clients, families, trusts, charitable organizations, and various business entities. The firm employs a primarily long-term investment approach that integrates fundamental and technical analysis, offering discretionary and non-discretionary wealth management, financial planning, and ERISA 3(21) retirement plan advisory services.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
user avatar

Allen R

CFP®, Series 66

Hattiesburg, MS

Vistica Wealth Advisors, LLC

Allen Regan is a CFP® with 15 years of industry experience, currently serving at Vistica Wealth Advisors, LLC. He has worked at several firms including Peirce Capital Management, Merit Wealth Management, and Cogent Advisor LLC. Regan is also active in his community through roles at Main Street United Methodist Church and Diamondhead United Methodist Church. Vistica Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, pension and profit-sharing plans, and businesses. The firm manages approximately $290 million in client assets and employs a long-term, allocation-driven investment approach emphasizing passively managed, index-based funds, ESG options, and the use of third-party sub-advisors for specialized strategies.

Passive / index investing ESG / Sustainable investing Long-term care insurance College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k)
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Bradley B

CFP®, Series 63, Series 65

Hattiesburg, MS

Truline Wealth Group, LLC

Bradley Bondurant is a CFP® with 13 years of industry experience, currently serving as an advisor at Truline Wealth Group, LLC. Prior to joining Truline in 2026, he worked at ICOM Advisors, LLC for 13 years. Outside of financial advising, he is president and a partner of White Glove, Inc., a janitorial service business. Truline Wealth Group provides discretionary investment management, financial planning, and retirement plan advisory services to a variety of clients, including individuals, families, estates, trusts, and institutional entities. The firm employs a combination of strategic and tactical asset allocation, proprietary quantitative models, and third-party portfolio management, serving clients through a streamlined advisor team and maintaining custody typically at Charles Schwab.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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