JW
JW

Jonathan Robert Weatherly

21 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$520.1M

Fee Structure

Financial Planning:Investment management only
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Location

955 West Main Street, Abingdon, VA, 24210-2427

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jonathan is involved with Lopez Wealth Management LLC and is a member of the Pershing NetExchange Advisory Board since 2011. He is also a member of the Dunham Advisory Board since 2010 and receives no compensation for this role.

Employment History
Current Registrations
Concord Asset Management, LLC
January 2021 - Present · 5 yrs 1 mo
Concord Wealth Partners
March 2006 - Present · 19 yrs 11 mos
Previous Registrations
Concord Wealth Brokerage, INC.Broker
February 2013 - January 2020 · 6 yrs 11 mos
Dewaay Financial Network, LLCBroker
November 2008 - August 2012 · 3 yrs 9 mos
H. Beck, INC.Broker
September 2004 - November 2008 · 4 yrs 2 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.