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Jonathan Wade Lopez

CONCORD WEALTH PARTNERS·ABINGDON, Virginia
SIE, Series 6, Series 7, Series 24, Series 63CFP22 years registeredCONCORD WEALTH PARTNERS
955 WEST MAIN STREET, ABINGDON, VA 24210-2427CRD# 1534582Firm CRD# 118643

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Wade Lopez · ABINGDON, VA
Registration
CRD #1534582 · CONCORD WEALTH PARTNERS · 22 years registered
Brand Profile
Not yet started
01

Career History

CONCORD WEALTH PARTNERS
Apr 2004 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · April 26, 2004
Years registered · 22
Professional designation · CFP
03

Disclosure History

2005Customer Dispute·Denied
2004Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
CONCORD WEALTH PARTNERS
CRD 118643 · SEC 801-79249
AUM
$807M
Regulatory assets under management
Employees
18
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 →
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05

Frequently Asked Questions

What services does Jonathan Wade Lopez offer?
Jonathan Wade Lopez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ABINGDON, Virginia for a consultation.
What are Jonathan Wade Lopez's credentials?
Jonathan Wade Lopez holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jonathan Wade Lopez located?
Jonathan Wade Lopez is based in ABINGDON, Virginia, working with CONCORD WEALTH PARTNERS. Their office serves clients in the ABINGDON metropolitan area and surrounding communities.
How does Jonathan Wade Lopez charge for services?
Jonathan Wade Lopez'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 CONCORD WEALTH PARTNERS?
CONCORD WEALTH PARTNERS 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 at CONCORD WEALTH PARTNERS

Gary Neil Aiken
ABINGDON, VA
David Thomas Jones
ABINGDON, VA
CFP
Jonathan Robert Weatherly
ABINGDON, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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