Unclaimed Profile

Jon Andrew Weidman

STERLING FINANCIAL ADVISORS, LLC·WYOMISSING, Pennsylvania

Clean record19 years registeredSTERLING FINANCIAL ADVISORS, LLC

1330 BROADCASTING ROAD, WYOMISSING, PA 19610-6008CRD# 4736852Firm CRD# 111962

Profile Verification

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

Identity

Jon Andrew Weidman · WYOMISSING, PA

Registration

CRD #4736852 · STERLING FINANCIAL ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STERLING FINANCIAL ADVISORS, LLC

RKL WEALTH MANAGEMENT LLC

Feb 2016 – Dec 2018

WYOMISSING, PA

STERLING FINANCIAL ADVISORS, LLC

Aug 2011 – Feb 2016

WYOMISSING, PA

STERLING FINANCIAL ADVISORS, LLC

Oct 2006 – Oct 2010

WYOMISSING, PA

Registrations & Exams

Registration record

First registered · October 12, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STERLING FINANCIAL ADVISORS, LLC

CRD 111962 · SEC 801-69356

AUM

$139M

Regulatory assets under management

Employees

639 client accounts

Services offered by STERLING FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STERLING FINANCIAL ADVISORS, LLC →

Introduction

Speak with Jon

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jon is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WYOMISSING?

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

Browse WYOMISSING Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jon Andrew Weidman offer?

Jon Andrew Weidman specializes in Financial Planning, Investment Management.

What are Jon Andrew Weidman's credentials?

Jon Andrew Weidman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon Andrew Weidman located?

Jon Andrew Weidman is based in WYOMISSING, Pennsylvania, last registered with STERLING FINANCIAL ADVISORS, LLC.

How does Jon Andrew Weidman charge for services?

Jon Andrew Weidman's firm is compensated through percentage of aum, hourly charges, subscription fees, other: consulting retirement plans. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STERLING FINANCIAL ADVISORS, LLC?

STERLING FINANCIAL ADVISORS, LLC has approximately 8 employees and manages $139M 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 →