CONCORD WEALTH PARTNERS of ABINGDON, VA is an SEC-registered investment adviser (CRD 118643). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Jonathan Wade Lopez | PRESIDENT | — |
| Jonathan Robert Weatherly | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| Gary Neil Aiken | CHIEF INVESTMENT OFFICER | — |
| LOPEZ JONATHAN WADE | CHIEF COMPLIANCE OFFICER (CCO); MANAGING MEMBER; PRESIDENT (+2 more) | — |
| JONES DAVID THOMAS | CHIEF COMPLIANCE OFFICER (CCO) | — |
| WEATHERLY JONATHAN ROBERT | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| AIKEN GARY NEIL | CHIEF INVESTMENT OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| WORCESTER | MA | 4 | (508) 719-8510 |
| WORCESTER | MA | 4 | (508) 719-8510 |
| CHARLOTTESVILLE | VA | 1 | 434 226 2651 |
| — | — | 1 | (276) 628-5910 |
| ROANOKE | VA | 1 | 540-469-5121 |
| ROCKVILLE | MD | 1 | 301-984-4451 |
| WOODBURY | MN | 1 | 651-401-1607 |
| CHARLOTTESVILLE | VA | 1 | 434 226 2651 |
| — | — | 1 | (276) 628-5910 |
| ROCKVILLE | MD | 1 | 301-984-4451 |
| ROANOKE | VA | 1 | 540-469-5121 |
| WOODBURY | MN | 1 | 651-401-1607 |