Jonathan Weimer
Investment adviser representative at Mtm Financial Group, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$771.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Mtm Financial Group, LLCJan 2023 to now
- The Strategic Financial Alliance, Inc.Jan 2023 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to now
- Fidelity Brokerage Services LLCJul 2015 to now
- Fidelity InvestmentsJul 2015 to Jan 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Mtm Financial Group, LLC
$771.6MAssets managed
3,276Clients
8Advisers
11 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
- 6544855
- Firm CRD
- 147221