Chief Operating Officer / Board Member
John serves as a Managing Member of Concorde Asset Management, LLC, as well as an officer and board member of Concorde Holdings, Inc. and Concorde Insurance Agency, Inc. He received his NASD Series 7 license in 1975 and became a Certified Financial Planner in 1981. John founded his registered investment advisory firm, Twenty-First Century Asset Management, in 1986. In March 1997, he was a co-founder of Questar Capital Corporation, a nationwide securities broker dealer, investment advisor and insurance agency. John was Chief Operating Officer of Questar Capital Corporation, President of Questar Asset Management, Inc and President of Questar Agency, Inc. From 1998 to 2001, John also was an officer and board member of the Avalon Capital Appreciation mutual fund for Questar Capital.
More recently, John was the Chief Operating Officer of Equitas America, LLC. In addition to the Series 7, John also has passed the Series 4, 24, 53, 63 and 65 exams. He built an RIA that was ranked by Investment Advisor Magazine as one of the top 10 fastest growing RIAs in the USA with $500,000,000 of AUM.