Unclaimed Profile

David Thomas Jones

LOPEZ WEALTH MANAGEMENT, LLC·ABINGDON, Virginia

SIE, Series 7, Series 24, Series 53, Series 63, Series 65CFPClean record14 years registeredLOPEZ WEALTH MANAGEMENT, LLC

955 WEST MAIN STREET, ABINGDON, VA 24210-2427CRD# 2991503Firm CRD# 118643

Profile Verification

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

Identity

David Thomas Jones · ABINGDON, VA

Registration

CRD #2991503 · LOPEZ WEALTH MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LOPEZ WEALTH MANAGEMENT, LLC

LOPEZ WEALTH MANAGEMENT, LLC

Jun 2012 – Apr 2015

ABINGDON, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · June 4, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONCORD WEALTH PARTNERS

CRD 118643 · SEC 801-79249

AUM

$807M

Regulatory assets under management

Employees

3,085 client accounts

Services offered by CONCORD WEALTH PARTNERS

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONCORD WEALTH PARTNERS →

Introduction

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Frequently Asked Questions

What services does David Thomas Jones offer?

David Thomas Jones specializes in Financial Planning, Investment Management, Wealth Management.

What are David Thomas Jones's credentials?

David Thomas Jones holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Thomas Jones located?

David Thomas Jones is based in ABINGDON, Virginia, last registered with LOPEZ WEALTH MANAGEMENT, LLC.

How does David Thomas Jones charge for services?

David Thomas Jones's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOPEZ WEALTH MANAGEMENT, LLC?

LOPEZ WEALTH MANAGEMENT, LLC has approximately 18 employees and manages $807M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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