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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

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2020
View Concord Asset Management, LLC →

Concord Wealth Partners

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2015
View Concord Wealth Partners →

Concord Asset Management, LLC

TitleChief Financial Officer
Ownership—
Control personYes
Since2020
View Concord Asset Management, LLC →

Concord Wealth Partners

TitleChief Financial Officer
Ownership—
Control personYes
Since2020
View Concord Wealth Partners →