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Jonathan Weimer

MTM Financial Group, LLC

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About Jonathan Weimer

Jonathan Weimer is a financial advisor at MTM Financial Group, LLC. Jonathan has been in the industry since 2015. Jonathan has a Series 63 and Series 66 license and a Series 7 license. Jonathan is also a Certified Financial Planner. Jonathan works with high net worth individuals and individuals other than high net worth.

Firm Information

Jonathan Weimer is currently registered with MTM Financial Group, LLC. MTM Financial Group, LLC is an investment advisor registered with the SEC and headquartered in Bethlehem, PA. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. MTM Financial Group, LLC manages approximately $620,658,505 in discretionary assets for 3,167 clients.
MTM Financial Group, LLC

4505 HANOVERVILLE ROAD

BETHLEHEM, PA 18020

$620.66M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Weimer’s Registration & Firm History

PA

02/02/2023 - Present

MTM Financial Group, LLC (BETHLEHEM PA)

PA

09/28/2015 - 01/23/2023

FIDELITY BROKERAGE SERVICES LLC (CENTER VALLEY PA)

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Licenses & Designations

BOTH

Issued 02/20/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/09/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Weimer.
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