Jonathan Weatherly is a registered investment advisor at Concord Asset Management, LLC, based in Abingdon, VA, with 21 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees may be negotiable based on several factors, including the amount of assets to be managed, portfolio composition, and the scope and complexity of the engagement.
Fee Estimator
Location
955 West Main Street, Abingdon, VA, 24210-2427
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jonathan is involved with Lopez Wealth Management LLC and is a member of the Pershing NetExchange Advisory Board since 2011. He is also a member of the Dunham Advisory Board since 2010 and receives no compensation for this role.
Employment History
Current Registrations
Concord Asset Management, LLC
Concord Wealth Partners
Previous Registrations
Concord Wealth Brokerage, INC.Broker
Dewaay Financial Network, LLCBroker
H. Beck, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.