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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

JOHN DOUGLAS FEAST

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

Apopka, FL | Marlton, NJ | TAMPA, FL

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Search this name across graphsid dfx:ria:c40aa40d-d3f8-790a-f716-9f2cb3c24d2d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 7, 2005 to Sep 15, 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: CONCURRENT INVESTMENT ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 21, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: May 21, 1998
First registration: Jun 7, 2005
Dual registered: yes, broker-dealer
Other names: John Feast
IAPD individual key: 3042110

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
CONCURRENT INVESTMENT ADVISORS, LLC	Independent wealth	May 15, 2026	n/a	yes	Apopka, FL\|TAMPA, FL\|Marlton, NJ	Current employment
WELLS FARGO ADVISORS	Wirehouse	Nov 27, 2013	May 25, 2026	no	MARLTON, NJ\|ORLANDO, FL	Previous registration
JANNEY MONTGOMERY SCOTT LLC	Bd affiliated wealth	Oct 9, 2008	Dec 2, 2013	no	MARLTON, NJ	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Jun 7, 2005	Oct 13, 2008	no	West Deptford, NJ	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
WELLS FARGO ADVISORS	CONCURRENT INVESTMENT ADVISORS, LLC	May 25, 2026	May 15, 2026	-10	Firm change	Wirehouse to RIA
JANNEY MONTGOMERY SCOTT LLC	WELLS FARGO ADVISORS	Dec 2, 2013	Nov 27, 2013	-5	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	JANNEY MONTGOMERY SCOTT LLC	Oct 13, 2008	Oct 9, 2008	-4	Firm change	Other

Relationships

Registered with (4)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
May 15, 2026 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 27, 2013 to May 25, 2026factForm ADV
→ JANNEY MONTGOMERY SCOTT LLCRegistered adviserregistration: previous registration
Oct 9, 2008 to Dec 2, 2013factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 7, 2005 to Oct 13, 2008factForm ADV

Dated events

Occurred
May 25, 2026
Advisor changed firm
John Douglas Feast left Wells Fargo Advisors for Concurrent Investment Advisors, Llc (registered 2026-05-15)
Form ADVobserved 5 days ago