JR
Jonathan Robert Weatherly
CRD 4811385
Firms
| Firm | Role | As of |
|---|---|---|
| Concord Wealth Partners | Registered representative | 07/20/2026 |
| Concord Asset Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Concord Wealth Partners
Chief Compliance Officer · Less than 5% · Nov 2024
-
Concord Wealth Partners
Chief Financial Officer · GP / trustee / elected manager · Nov 2024
-
Concord Asset Management, Llc
Chief Compliance Officer · Less than 5% · Mar 2024
-
Concord Asset Management, Llc
Chief Financial Officer · GP / trustee / elected manager · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗