Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Wade Lopez is a financial advisor with Concord Wealth Partners in ABINGDON, VA. Jonathan has been a financial advisor since 1986. Jonathan is a Certified Financial Planner and has Series 6, 7, 24, and 63 securities licenses. Jonathan also holds a Securities Industry Essentials (SIE) license. Jonathan's firm, Concord Wealth Partners, is a registered investment advisor with the SEC. The firm has been in business since 2000 and manages over $800 million in assets for individuals, families, businesses, trusts, and charitable organizations.
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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VA
04/26/2004 - Present
Concord Wealth Partners (ABINGDON VA)
VA
11/13/2012 - 11/08/2019
CONCORD WEALTH BROKERAGE, INC. (ABINGDON VA)
VA
11/10/2008 - 08/28/2012
DEWAAY FINANCIAL NETWORK, LLC (ABINGDON VA)
VA
01/15/2002 - 11/11/2008
H. BECK, INC. (ABINGDON VA)
MN
10/14/1999 - 01/30/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/29/1987 - 01/30/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
07/24/1986 - 03/20/1987
FIRST INVESTORS CORPORATION
BC
Issued 07/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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