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Jonathan Wade Lopez

CONCORD WEALTH PARTNERS·ABINGDON, Virginia
Unclaimed Profile
955 WEST MAIN STREET, ABINGDON, VA 24210-2427CRD# 1534582Firm CRD# 118643
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
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
No disclosures on file
View on FINRA BrokerCheck →

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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 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.
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Other advisors in ABINGDON
David Thomas Jones — LOPEZ WEALTH MANAGEMENT, LLCJonathan Robert Weatherly — CONCORD WEALTH PARTNERSGary Neil Aiken — CONCORD WEALTH PARTNERS
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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