Jonathan Robert Weatherly
Investment adviser representative at Concord Asset Management, LLC
22 yearsExperience
1 stateRegistered in
$639.4MFirm assets
5 yearsFirm in business
Are you Jonathan Robert Weatherly? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Concord Asset Management, LLCJan 2021 to now
- Concord Wealth PartnersMay 2004 to now
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (VA).
Concord Asset Management, LLC
$639.4MAssets managed
9Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4811385
- Firm CRD
- 310710