AdvisorOS Directory
Claim Profile
Unclaimed Profile
JL

Jonathan Wade Lopez

CONCORD WEALTH PARTNERS·ABINGDON, Virginia
Clean recordCONCORD 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Wade Lopez is a registered financial advisor based in ABINGDON, Virginia, affiliated with CONCORD WEALTH PARTNERS. 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
Introduction

Speak with Jonathan

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

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

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# 1534582
Firm CRD# 118643
View on FINRA BrokerCheck →

Looking for a financial advisor in ABINGDON?

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

Browse ABINGDON AdvisorsAre you this advisor? Claim profile
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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CONCORD WEALTH PARTNERS

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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)VIENNA (100)VIRGINIA BEACH (85)NORFOLK (74)FAIRFAX (61)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Request removal of this profile