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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)44 years in industry

THOMAS BOOK JAHNCKE

Advisor at CONCORDE ASSET MANAGEMENT, LLC

Irvine, CA | ANN ARBOR, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 31, 1997 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CONCORDE ASSET MANAGEMENT, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 23, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Feb 23, 1982
First registration: Dec 31, 1997
Dual registered: yes, broker-dealer
Other names: JAHNCKE|JAHNCKE
IAPD individual key: 1078444

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONCORDE ASSET MANAGEMENT, LLC	Bd affiliated wealth	Aug 4, 2023	n/a	yes	ANN ARBOR, MI\|Irvine, CA	Current employment
TITAN SECURITIES	n/a	Aug 5, 2016	Jun 30, 2023	no	Irvine, CA\|PLANO, TX\|PLANO, TX	Previous registration
CONCORDE ASSET MANAGEMENT, LLC	Bd affiliated wealth	Feb 6, 2014	Aug 8, 2016	no	IRVINE, CA\|ANN ARBOR, MI\|IRVINE, CA	Previous registration
INDEPENDENT FINANCIAL GROUP, LLC	Bd affiliated wealth	Feb 13, 2012	Feb 6, 2014	no	SAN DIEGO, CA\|SAN DIEGO, CA\|IRVINE, CA	Previous registration
PACIFIC WEST FINANCIAL CONSULTANTS INC	Former SEC adviser	Sep 1, 2004	Feb 10, 2012	no	IRVINE, CA	Previous registration
H. BECK, INC.	Former SEC adviser	Dec 31, 1997	Aug 31, 2004	no	IRVINE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TITAN SECURITIES	CONCORDE ASSET MANAGEMENT, LLC	Jun 30, 2023	Aug 4, 2023	35	Firm change	Other
CONCORDE ASSET MANAGEMENT, LLC	TITAN SECURITIES	Aug 8, 2016	Aug 5, 2016	-3	Firm change	Other
INDEPENDENT FINANCIAL GROUP, LLC	CONCORDE ASSET MANAGEMENT, LLC	Feb 6, 2014	Feb 6, 2014	0	Firm change	Other
PACIFIC WEST FINANCIAL CONSULTANTS INC	INDEPENDENT FINANCIAL GROUP, LLC	Feb 10, 2012	Feb 13, 2012	3	Firm change	Other
H. BECK, INC.	PACIFIC WEST FINANCIAL CONSULTANTS INC	Aug 31, 2004	Sep 1, 2004	1	Firm change	Other

Relationships

Registered with (5)

→ CONCORDE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 6, 2014 to Aug 8, 2016factForm ADV
→ TITAN SECURITIESRegistered adviserregistration: previous registration
Aug 5, 2016 to Jun 30, 2023factForm ADV
→ INDEPENDENT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Feb 13, 2012 to Feb 6, 2014factForm ADV
→ PACIFIC WEST FINANCIAL CONSULTANTS INCRegistered adviserregistration: previous registration
Sep 1, 2004 to Feb 10, 2012factForm ADV
→ H. BECK, INC.Registered adviserregistration: previous registration
Dec 31, 1997 to Aug 31, 2004factForm ADV

Dated events

Occurred
Jun 30, 2023
Advisor changed firm
Thomas Book Jahncke left Titan Securities for Concorde Asset Management, Llc (registered 2023-08-04)
Form ADVobserved 4 days ago