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David Thomas Jones

LOPEZ WEALTH MANAGEMENT, LLC·ABINGDON, Virginia
Unclaimed Profile
955 WEST MAIN STREET, ABINGDON, VA 24210-2427CRD# 2991503Firm CRD# 118643
01

About

David Thomas Jones is a registered financial advisor based in ABINGDON, Virginia, affiliated with LOPEZ WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
CONCORD WEALTH PARTNERS
CONCORD WEALTH PARTNERS
AUM
$807M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at CONCORD WEALTH PARTNERS →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2991503
Firm CRD# 118643
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Thomas Jones offer?
David Thomas Jones specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ABINGDON, Virginia for a consultation.
What are David Thomas Jones's credentials?
David Thomas Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Thomas Jones located?
David Thomas Jones is based in ABINGDON, Virginia, working with LOPEZ WEALTH MANAGEMENT, LLC. Their office serves clients in the ABINGDON metropolitan area and surrounding communities.
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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Other advisors in ABINGDON
Jonathan Wade Lopez — CONCORD WEALTH PARTNERSJonathan Robert Weatherly — CONCORD WEALTH PARTNERSGary Neil Aiken — CONCORD WEALTH PARTNERS
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Research
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