Unclaimed Profile

Jonathan Harris Loer

RENAISSANCE WEALTH ADVISORS, LLC·NEWTON, Massachusetts

Series 6, Series 7, Series 63, Series 66Clean record25 years registeredRENAISSANCE WEALTH ADVISORS, LLC

275 GROVE STREET, NEWTON, MA 02466CRD# 2725999Firm CRD# 300007

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Harris Loer · NEWTON, MA

Registration

CRD #2725999 · RENAISSANCE WEALTH ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

RENAISSANCE WEALTH ADVISORS, LLC

Feb 2019 – present

FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC

Apr 2016 – Nov 2018

FOXBORO, MA

CONCERT WEALTH MANAGEMENT

Mar 2015 – May 2016

FOXBORO, MA

FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC

Oct 2006 – Sep 2015

FOXBORO, MA

STRATEGIC ADVISERS, INC.

Apr 2001 – Feb 2004

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · April 25, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RENAISSANCE WEALTH ADVISORS, LLC

CRD 300007 · SEC 801-114630

AUM

$4M

Regulatory assets under management

Employees

26 client accounts

Services offered by RENAISSANCE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RENAISSANCE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Harris Loer offer?

Jonathan Harris Loer specializes in Financial Planning, Investment Management. Contact their office in NEWTON, Massachusetts for a consultation.

What are Jonathan Harris Loer's credentials?

Jonathan Harris Loer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Harris Loer located?

Jonathan Harris Loer is based in NEWTON, Massachusetts, working with RENAISSANCE WEALTH ADVISORS, LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.

How does Jonathan Harris Loer charge for services?

Jonathan Harris Loer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RENAISSANCE WEALTH ADVISORS, LLC?

RENAISSANCE WEALTH ADVISORS, LLC has approximately 2 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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