Jonathan Wade Lopez
PresidentConcord Wealth PartnersCRD 1534582
About Jonathan Wade Lopez
Jonathan Wade Lopez is listed as President at Concord Wealth Partners 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 Wealth Partners
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 Wealth Partners on SEC Form ADV.
How much of Concord Wealth Partners does Jonathan Wade Lopez own?
Form ADV reports a beneficial ownership band of 50-75%.
Concord Wealth Partners
| Title | President |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2020 |
Concord Asset Management, LLC
| Title | President |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2020 |