Jonathan Weimer
CFP®Professional Summary
Jonathan Weimer, CFP® is a registered financial advisor currently at MTM FINANCIAL GROUP, LLC located in Bethlehem, Pennsylvania and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Bethlehem, Pennsylvania. Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jonathan has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Planning
- Retirement Planning
- Insurance Planning
- Comprehensive Financial Planning
- Social Security Planning
- Tax Planning
- Estate Planning
- Education Planning
Biography
I get to know my clients personally, professionally and financially in order to help them develop plans and strategies to assist them in pursuing their financial goals. I believe that all successful investing is goal oriented and planning driven.
Other Aliases
There are no additional aliases reported.
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O'HAGAN GROUP, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
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O'HAGAN GROUP, INC.
Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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O'HAGAN GROUP, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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O'HAGAN GROUP, INC.
Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
Education
Messiah University
Business & Finance , Bachelor of Business Administration
Business & Finance , Bachelor of Business Administration
2013
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O'HAGAN GROUP, INC.
Current Firm
112 ADVISOR | MTM FINANCIAL GROUP, LLC
Contact Information
Main Address
4505 Hanoverville Road, Bethlehem, PA 18020Phone Number
(610) 746-7007# of Employees
16SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,276AUM (Assets Under Management)
$771,644,224Similar Advisors
O'HAGAN GROUP, INC.
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.
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O'HAGAN GROUP, INC.
Primary Firm SEC Registration
112 ADVISOR | MTM FINANCIAL GROUP, LLC
State Registrations and Notice Filings
(1/9/2023)
(1/9/2023)
(2/3/2023)
(1/9/2023)
(1/9/2023)
(2/2/2023)
(1/9/2023)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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O'HAGAN GROUP, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Weimer's CRS (Customer Relationship Summary).
Services Offered by Jonathan
- Investment Planning
- Retirement Planning
- Insurance Planning
- Comprehensive Financial Planning
- Social Security Planning
- Tax Planning
- Estate Planning
- Education Planning
Similar Advisors
O'HAGAN GROUP, INC.
