Michael Rogers, vice president communications for the Small Business Association of Michigan, talks with Jason Kavanaugh, CEO of Concorde Investment Services, to discuss the importance of utilizing tech platforms to create effective and efficient business processes and how the innovative technologies that they use at Concorde have benefited their clients and team members – leading to growth.

Jason has been a registered representative, a registered principal, Chief Marketing Officer and President of nationally registered broker/dealers and/or investment advisory organizations since 1994. In 1998, Jason joined Questar Capital Corporation in Ann Arbor, Michigan, where he served as Chief Marketing Officer, Director, and Founding Partner. Jason also served as Vice President of Questar’s holding company, Yorktown Financial Services Inc. Jason was responsible for increasing Questar Capital’s revenue through developing profitable marketing programs that offer innovative products and services; as well as a higher overall value to its representatives. Questar Capital began as a start-up, but over the next 8 years, Jason was instrumental in growing Questar into a national firm – registered to solicit securities products in all 50 states, licensed to solicit insurance products in 36 states, and registered in 30 states as a registered investment adviser. In 2005, the firm had grown to more than 30 home office employees and over 400 financial services professionals across the country. Jason’s most noteworthy accomplishment with Questar was his instrumental role in growing the company’s sales to $720 million, for total annual revenue of $40 million.

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