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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

TitlePresident
Ownership50-75%
Control personYes
Since2020
View Concord Asset Management, LLC →

Concord Wealth Partners

TitlePresident
Ownership50-75%
Control personYes
Since2020
View Concord Wealth Partners →