Jeffery Fehrman is a CFP® with 33 years of industry experience and is currently an advisor at Concurrent Investment Advisors, LLC. His prior experience includes roles with Raymond James Financial and Truist Investment Services. Outside of financial advising, he is the owner of Fehrman Farm, LLC, an agricultural business, and serves as a committee member on the finance committee of the National Cutting Horse Association.
Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.