Jonathan Lopez (CRD# 1534582) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 37 years of experience in the finance industry. Jonathan Lopez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2842154
On Investment Management Co
CRD# 4342165
Edward Jones
CRD# 2291001
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Leadership Council | Abingdon, VA | Feb 2009 - Current | 15 |
| Whites Mill Foundation | Abingdon, VA | Jan 2006 - Current | 18 |
| Boys & Girls Club | Bristol, TN | Jan 2006 - Current | 18 |
| Gerson Lerhman Group | New York, NY | Jan 2005 - Current | 19 |
| Lopez Wealth Management, LLC | Abingdon, VA | Jan 2001 - Current | 23 |
| Highlands Motor Sport Ins | Bristol, TN | Jan 1997 - Current | 27 |
| Halo Marketing & Management Inc. | Abingdon, VA | Jan 1996 - Current | 28 |
| Universal Investment Company Inc. | Bristol, TN | Jan 1991 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1986 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- VA
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Total Assets Under Management807MILLIONS
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Total Number of Accounts3,085ACCOUNTS
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Average Account Value$261,460
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