Jonathan Wade Lopez

Current Employers

Employment History

• 01/2001 → Present
  Lopez Wealth Management, Llc
  Abingdon, VA
• 01/1997 → Present
  Highlands Motor Sport Ins
  Bristol, TN
• 01/2006 → Present
  Whites Mill Foundation
  Abingdon, VA
• 01/2006 → Present
  Boys & Girls Club
  Bristol, TN
• 01/2005 → Present
  Gerson Lerhman Group
  New York, NY
• 01/1996 → Present
  Halo Marketing & Management Inc
  Abingdon, VA
• 01/1991 → Present
  Universal Investment Co. Inc
  Bristol, TN
• 02/2009 → Present
  Financial Leadership Council
  Abingdon, VA

Other Businesses

LOPEZ WEALTH MANAGEMENT GROUP, LLC - HOLDING COMPANY FOR AFFILIATES, PRESIDENT: LOPEZ WEALTH INSURANCE SERVICES, PRESIDENT - NON-SECURITIES INSURANCE ACTIVITY: LOPEZ WEALTH MANAGEMENT LLC, RIA, PRESIDENT: LOPEZ WEALTH DIRECT BROKERAGE, LLC, PRESIDENT. LOPEZ WEALTH DIRECT BROKERAGE IS A 70% OWNER OF HODGES BEND ADVISOR, LLC WHICH IS AN ADVISOR TO A POOLED INVESTMENT VEHICLE, VISTA AT HODGES BEND, LLC. HALO MARKETING AND MANAGEMENT INC - REAL ESTATE, PRESIDENT : HIGHLANDS MOTORSPORTS INC - REAL ESTATE, PRESIDENT: GERSON LERHMAN GROUP- CONSULTANT: UNIVERSAL INVESTMENT CO INC - REAL ESTATE, PRESIDENT: FINANCIAL LEADERSHIP COUNCIL 955 W MAIN ST, ABINGDON, VA 24210 - PROFESSIONAL STUDY GROUP, TREASURER, APPROX 5 HRS PER MONTH, START 02/2009: DUNHAM ADVISORY BOARD, MEMBER PO BOX 910309 SAN DIEGO, CA 92191, START 02/2010: APPROX 1-2 HRS/MONTH, NO COMPENSATION RECEIVED, NOT A CONTROL PERSON.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-07-11

Designations

Other Names

• Wade Lopez