JW
Jonathan Wade Lopez
CRD 1534582
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Concord Wealth Partners | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Concord Wealth Partners
President · 50% – 75% · Nov 2024
-
Concord Asset Management, Llc
President · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗