Jonathan Robert Weatherly
Chief Compliance OfficerConcord Wealth PartnersCRD 4811385
About Jonathan Robert Weatherly
Jonathan Robert Weatherly is listed as Chief Compliance Officer at Concord Wealth Partners in Abingdon, VA. Form ADV reports a beneficial ownership band of Under 5%. Jonathan Robert Weatherly is associated with 4 registered advisers.
Reported ownership
Owns Under 5% of Concord Wealth Partners
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jonathan Robert Weatherly work?
Jonathan Robert Weatherly is listed as Chief Compliance Officer at Concord Wealth Partners on SEC Form ADV.
How much of Concord Wealth Partners does Jonathan Robert Weatherly own?
Form ADV reports a beneficial ownership band of Under 5%.
Concord Wealth Partners
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2015 |
Concord Asset Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |
Concord Wealth Partners
| Title | Chief Financial Officer |
| Ownership | — |
| Control person | Yes |
| Since | 2020 |
Concord Asset Management, LLC
| Title | Chief Financial Officer |
| Ownership | — |
| Control person | Yes |
| Since | 2020 |