Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Weatherly is an investment advisor representative at Concord Wealth Partners and Concord Asset Management, LLC, both located in Abingdon, Virginia. Jonathan has been in the financial services industry since 2004. He has a Series 66 license, and Series 7, 24, 28, and 51 principal licenses. Jonathan specializes in providing financial planning services, selection of other advisors, and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
03/02/2006 - Present
Concord Wealth Partners (ABINGDON VA)
VA
02/26/2013 - 01/08/2020
CONCORD WEALTH BROKERAGE, INC. (ABINGDON VA)
VA
11/10/2008 - 08/28/2012
DEWAAY FINANCIAL NETWORK, LLC (ABINGDON VA)
VA
09/23/2004 - 11/11/2008
H. BECK, INC. (ABINGDON VA)
BOTH
Issued 11/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/10/2015
Series 24 - General Securities Principal Examination
BC
Issued 05/24/2013
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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