Jonathan Weatherly is a registered investment advisor at Concord Asset Management, LLC, based in Abingdon, VA, with 22 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, Investment Management. Their firm serves 9 clients with $640M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
955 West Main Street, Abingdon, VA, 24210-2427
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Regulatory History
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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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
Concord Wealth Partners
Previous Registrations
Concord Wealth Brokerage, INC.Broker
Dewaay Financial Network, LLCBroker
H. Beck, INC.Broker
State Registrations1 state
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
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