Jonathan Robert Weatherly
Chief Compliance OfficerConcord Asset Management, LLCCRD 4811385
About Jonathan Robert Weatherly
Jonathan Robert Weatherly is listed as Chief Compliance Officer at Concord Asset Management, LLC 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 Asset Management, LLC
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 Asset Management, LLC on SEC Form ADV.
How much of Concord Asset Management, LLC does Jonathan Robert Weatherly own?
Form ADV reports a beneficial ownership band of Under 5%.
Concord Asset Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |
Concord Wealth Partners
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2015 |
Concord Asset Management, LLC
| Title | Chief Financial Officer |
| Ownership | — |
| Control person | Yes |
| Since | 2020 |
Concord Wealth Partners
| Title | Chief Financial Officer |
| Ownership | — |
| Control person | Yes |
| Since | 2020 |