Jonathan H. Loer

RENAISSANCE WEALTH ADVISORS

Newton, MA 02466

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CRD#: 2725999

Professional summary

Jonathan Harris Loer, CFP® is a registered financial advisor currently at RENAISSANCE WEALTH ADVISORS, LLC located in Newton, Massachusetts.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jonathan has worked at 6 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Insurance Planning

Estate Planning

Tax Planning

Retirement Planning

Employee and Employer Plan Ben...

Investment Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Business Owners

College/Education Planning

Corporate Executives

ExPat and Cross Border Issues

Fixed Fee (Subscription, Retai...

High Net Worth Client Needs

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Harris Loer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

February 13, 2019 - Present

RENAISSANCE WEALTH ADVISORS, LLC

Office #1: 275 Grove Street Suite 2-400, Newton, MA 02466

RIA

CRD#: 300007

Newton, MA

Past

April 5, 2016 - November 27, 2018

FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC

RIA

CRD#: 112296

FOXBORO, MA

Past

March 24, 2015 - May 4, 2016

CONCERT WEALTH MANAGEMENT

RIA

CRD#: 141253

FOXBORO, MA

Past

October 25, 2006 - September 2, 2015

FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC

RIA

CRD#: 112296

FOXBORO, MA

Past

April 25, 2001 - February 26, 2004

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BOSTON, MA

Past

January 25, 2001 - February 26, 2004

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

May 1, 1996 - January 25, 2001

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(2/13/2019)

IAR

New Hampshire
(11/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/23/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/9/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/29/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/30/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RENAISSANCE WEALTH ADVISORS, LLC

CRD#: 300007 / SEC#: 801-114630

RIA

Registered Investment Advisory firm - (11/19/2019 Terminated)

Massachusetts

Registered Investment Advisory firm - (11/14/2019 Approved)

New Hampshire

Registered Investment Advisory firm - (11/19/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

275 Grove Street Suite 2-400, Newton, MA 02466

Mailing Address

Phone number

(617) 663-5595

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	396
AUM (Assets Under Management)	$ 91,778,584

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Jonathan H. Loer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Harris Loer's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC

CONCERT WEALTH MANAGEMENT

FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/23/2001

Series 63

Date: 4/9/1996

Series 7

Date: 12/29/2000

Series 6

Date: 4/30/1996

Current Firm

RENAISSANCE WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RENAISSANCE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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