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Jonathan N
Series 63, Series 65
Fort Collins, CO
Concurrent Investment Advisors, LLC
Jonathan Neher is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Cambridge Investment Research Advisors for 17 years before joining Concurrent in 2025. Outside of his advisory role, he manages an agricultural farm inherited from his family and is involved in a college planning consulting business. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a long-term, customized investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.
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