AdvisorOS Directory
Claim Profile
JL

Jonathan Harris Loer

RENAISSANCE WEALTH ADVISORS, LLC·NEWTON, Massachusetts
Unclaimed Profile
275 GROVE STREET, NEWTON, MA 02466CRD# 2725999Firm CRD# 300007
01

About

Jonathan Harris Loer is a registered financial advisor based in NEWTON, Massachusetts, affiliated with RENAISSANCE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RENAISSANCE WEALTH ADVISORS, LLC
RENAISSANCE WEALTH ADVISORS, LLC
AUM
$4M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at RENAISSANCE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2725999
Firm CRD# 300007
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWTON?

Browse all registered financial advisors in NEWTON, Massachusetts or claim this profile if it's yours.

Browse NEWTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEWTON
William J Sheehan — RMR ADVISORS, INC.Matthew Guy Hamilton — RWA WEALTH PARTNERS, LLCJennifer Babbin Clark — TREMONT REALTY CAPITAL LLCJonathan Brooks Indra Staley — THE PROGRAM WORKS, INC.Kazuhiko Kasai — SOFTBANK, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile