Jonathan Wade Lopez
PresidentConcord Asset Management, LLCCRD 1534582
About Jonathan Wade Lopez
Jonathan Wade Lopez is listed as President at Concord Asset Management, LLC in Abingdon, VA. Form ADV reports a beneficial ownership band of 50-75%. Jonathan Wade Lopez is associated with 2 registered advisers.
Reported ownership
Owns 50-75% of Concord Asset Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Jonathan Wade Lopez work?
Jonathan Wade Lopez is listed as President at Concord Asset Management, LLC on SEC Form ADV.
How much of Concord Asset Management, LLC does Jonathan Wade Lopez own?
Form ADV reports a beneficial ownership band of 50-75%.
Concord Asset Management, LLC
| Title | President |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2020 |
Concord Wealth Partners
| Title | President |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2020 |