Financial Advisors Trio Departs to Concurrent

Concurrent Investment Advisors has recruited three advisors from Raymond James, bringing with them a total of $500 million in assets. Jeff Breese and Brent Mekosh, who previously worked independently at Raymond James, have teamed up to form The Wealth Stewards within Concurrent.

They operate out of Phoenix and Chandler, Arizona. Shortly after establishing their new team, they were joined by Ryan Reming, another ex-Raymond James advisor. Jeff Breese started his financial career in 2000 at Sun Life Financial and has since worked with Rafferty Capital Markets, John Hancock Advisers, and Raymond James. Brent Mekosh began his financial career in 1997 with Florida-based CMJ Partners and has also been associated with Wagner Stott & Co., Bear Wagner Specialists, and Raymond James. Ryan Reming joined the financial sector in 2014, has been affiliated with Charles Schwab and Raymond James, and has been the principal at Elite Wealth Advisors since 2021.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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