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Jonathan Harris Loer

Renaissance Wealth Advisors, LLC

Newton, MA

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Current Employers
Renaissance Wealth Advisors, Llc

275 Grove Street Suite 2-400, Newton, MA 02466 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-02-13
  • MA RA
    APPROVED
    Since 2019-02-13

Branch Locations

275 Grove Street Suite 2-400, Newton, MA 02466 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fieldstone Financial Management Group, Llc Foxboro MA 03/2016 11/2018
Renaissance Wealth Advisors, Llc Newton MA 01/2019 Present
Previous Registrations
  • 2016-04-05 → 2018-11-27
    Fieldstone Financial Management Group, Llc
    Foxboro, MA
  • 2015-03-24 → 2016-05-04
    Concert Wealth Management
    Foxboro, MA
    San Jose, CA
  • 2006-10-25 → 2015-09-02
    Fieldstone Financial Management Group, Llc
    Foxboro, MA
  • 2001-04-25 → 2004-02-26
    Strategic Advisers Llc
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-02-23
S63 Uniform Securities Agent State Law Examination 1996-04-09
  • S66 Uniform Combined State Law Examination
    2001-02-23
  • S63 Uniform Securities Agent State Law Examination
    1996-04-09
Designations

View on SEC IAPD

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Other Offices

FOCUS PARTNERS WEALTH, LLC · Newton, MA
FOCUS PARTNERS WEALTH, LLC · Newton, MA
MML INVESTORS SERVICES, LLC · Newton, MA
COMMONWEALTH FINANCIAL NETWORK · Newton, MA
AKMAZO CAPITAL MANAGEMENT CO., LLC · NEWTON, MA
BROOKSTONE WEALTH ADVISORS, LLC · NEWTON, MA
ASCENSUS INVESTMENT ADVISORS, LLC · NEWTON, MA
PLUM STREET ADVISORS, LLC · NEWTON, MA

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