TrueAdvisor
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JL
CFP
JL
CFP

Jonathan Lopez

Concord Wealth Partners
40 Years of Experience
Abingdon, VA
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Jonathan Lopez is a CFP-designated registered investment advisor at Concord Wealth Partners, based in Abingdon, VA, with 40 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 1,274 clients with $1.1B in assets under management.

Concord Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,274 clients
Average Client Portfolio
$840K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $3.5M1.00%
$3.5M - $7.0M0.80%
$7M+0.60%

Fees are negotiable and may vary based on account composition, scope, and anticipated servicing needs. Engaging the affiliated sub-adviser adds an extra 0.25% to the fee rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

955 West Main St., Abingdon, VA, 24210

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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 ReportHow 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 · 22 yrs 6 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

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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