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Jonathan Robert Weatherly

CONCORD WEALTH PARTNERS·ABINGDON, Virginia
SIE, Series 7, Series 24, Series 28, Series 51, Series 66Clean record20 years registeredCONCORD WEALTH PARTNERS
955 WEST MAIN STREET, ABINGDON, VA 24210-2427CRD# 4811385Firm CRD# 118643

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Robert Weatherly · ABINGDON, VA
Registration
CRD #4811385 · CONCORD WEALTH PARTNERS · 20 years registered
Brand Profile
Not yet started
01

Career History

CONCORD ASSET MANAGEMENT, LLC
Jan 2021 – present
CONCORD WEALTH PARTNERS
Mar 2006 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 28
Series 51
Series 66
Registration record
First registered · March 2, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Robert Weatherly offer?
Jonathan Robert Weatherly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ABINGDON, Virginia for a consultation.
What are Jonathan Robert Weatherly's credentials?
Jonathan Robert Weatherly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Robert Weatherly located?
Jonathan Robert Weatherly 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 Robert Weatherly charge for services?
Jonathan Robert Weatherly'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

Jonathan Wade Lopez
ABINGDON, VA
CFP
Gary Neil Aiken
ABINGDON, VA
David Thomas Jones
ABINGDON, VA
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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