LIVONIA, Mich., Feb. 5, 2020—Concorde Holdings, a nationally recognized private firm offering a full spectrum of services and support for financial professionals through its three lines of business (Concorde Investment Services, Concorde Asset Management and Concorde Insurance Agency), announced today that Jacob Harvey has joined as the firm’s Business Development Coordinator. Concorde Holdings President and CEO Jason Kavanaugh made the announcement.
Harvey brings over 13 years of experience to the new position, specializing in real estate, insurance and securities. He has successfully navigated nearly $60 million in 1031 transactions, and collaborated with alternative investment sponsors to raise capital and increase selling groups. He also owned and operated a boutique insurance firm that catered to high net worth individuals. Harvey holds an impressive lineup of licenses, including the Series 7 and Series 66, Life and Health Insurance, and Property and Casualty Insurance, and is a licensed Missouri Real Estate Broker.
“Concorde is happy to introduce an individual with a rich understanding of insurance strategy who will provide critical support to our teams across all three lines of the business,” Kavanaugh said. “Jacob is a skilled wholesaler and national accounts professional. His expertise, coupled with his passion and drive, will no doubt increase our production and fuel our already strong culture and organizational growth.”
Harvey earned his bachelor’s degree from Southwest Baptist University, majoring in both Politcal Science and Communications. In addition to his position at Concorde Holdings, Harvey was recently admitted to Georgetown University to seek a master’s dergee in real estate.
About Concorde Investment Services
Headquartered in Michigan, Concorde Holdings, Inc. is the parent company of Concorde Investment Services, LLC. Concorde Investment Services, LLC is a national securities broker-dealer registered with FINRA to solicit securities products in all 50 states and several territories. Concorde Investment Services, LLC is a subsidiary of Concorde Holdings, Inc. Concorde Asset Management, LLC, an SEC registered investment adviser and Concorde Insurance Agency, Inc., which is insurance licensed to solicit insurance products in over 30 states, are also subsidiaries of Concorde Holdings, Inc. Additional information about Concorde can be found on its website at www.concordeis.com.
MEDIA INQUIRIES: Erin Robinson