Jon Dabareiner, financial advisor Hardy VA
38 score

Jon Dabareiner

CRD Number: 1893076
Current Firm: Lopez Wealth Management, LLC

Jon Dabareiner (CRD# 1893076) is an Investment Advisor Representative working at Lopez Wealth Management, LLC in Hardy, VA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Lopez Wealth Management, LLC Abingdon, VA Feb 2013 - Current 3
Ameriprise Financial Services, Inc. Roanoke, VA Feb 1989 - Feb 2013 24
#ia American Express Financial Advisors Roanoke, VA Oct 1988 - Oct 2009 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Jon M. Dabareiner
Phone Number: 276-628-5910
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    155
    MILLIONS
  • Total Number of Accounts
    850
    ACCOUNTS
  • Average Account Value
    $182,353
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TN, TX, VA

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BADGES
38

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