Jonathan Wade Lopez

CFP

39 Years of Experience

2 DisclosuresSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Concord Wealth Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

1,284 clients

Average Client Portfolio

$737K average

Assets Under Management

$946.0M

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.25%
$250K - $3.5M	1.00%
$3.5M+	0.80%

Fees are subject to negotiation and may vary based on several factors.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

955 West Main St., Abingdon, VA, 24210

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2005

Denied

Customer Dispute

September 2004

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jonathan is the president of Lopez Wealth Management Group, LLC, a holding company for affiliates, and several other entities including Lopez Wealth Insurance Services, Lopez Wealth Management LLC, Lopez Wealth Direct Brokerage, LLC, Halo Marketing and Management Inc, Highlands Motorsports Inc, and Universal Investment Co Inc. He also serves as treasurer for the Financial Leadership Council, dedicating minimal time, and is a member of the Dunham Advisory Board, spending minimal time.

Employment History

Current Registrations

Concord Wealth Partners

April 2004 - Present · 21 yrs 10 mos

Previous Registrations

Concord Wealth Brokerage, INC.Broker

November 2012 - November 2019 · 7 yrs

Dewaay Financial Network, LLCBroker

November 2008 - August 2012 · 3 yrs 9 mos

H. Beck, INC.Broker

January 2002 - November 2008 · 6 yrs 10 mos

Ids Life Insurance CompanyBroker

October 1999 - January 2002 · 2 yrs 3 mos

American Express Financial Advisors INC.Broker

April 1987 - January 2002 · 14 yrs 9 mos

First Investors CorporationBroker

July 1986 - March 1987 · 8 mos

State Registrations2 states

TXVA

Advisor

Exams

No exam information available for this advisor.