Jonathan Weimer

MTM FINANCIAL GROUP | Financial Consultant

Bethlehem, PA 18020

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CRD#: 6544855

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.

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. 

Question & Answer

What are your service offerings?

Investment Planning

Retirement Planning

Insurance Planning

Comprehensive Financial Planni...

Social Security Planning

Tax Planning

Estate Planning

Education Planning

What is your minimum asset requirement?

100K

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 Weimer's CRS (Customer Relationship Summary).

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: 2019

Education

Messiah University

Bachelor of Business Administration - Business & Finance

2013

Experience

Current

February 2, 2023 - Present

MTM FINANCIAL GROUP, LLC

Office #1: 4505 Hanoverville Road, Bethlehem, PA 18020

RIA

CRD#: 147221

Bethlehem, PA

Current

January 9, 2023 - Present

THE STRATEGIC FINANCIAL ALLIANCE, INC.

Office #1: 4505 Hanoverville Road, Bethlehem, PA 18020

RIA

CRD#: 126514

Bethlehem, PA

Past

July 13, 2018 - January 26, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

June 1, 2018 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

CENTER VALLEY, PA

Past

September 28, 2015 - January 23, 2023

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

CENTER VALLEY, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MTM FINANCIAL GROUP, LLC

112 ADVISOR | MTM FINANCIAL GROUP, LLC

CRD#: 147221 / SEC#: 801-97342

RIA

Registered Investment Advisory firm - (6/1/2015 Approved)

Pennsylvania

Registered Investment Advisory firm - (6/3/2015 Terminated)

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).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(1/9/2023)

Florida
(1/9/2023)

New Jersey
(1/9/2023)

IAR

New Jersey
(2/3/2023)

New York
(1/9/2023)

Pennsylvania
(1/9/2023)

IAR

Pennsylvania
(2/2/2023)

Texas
(1/9/2023)

Virginia
(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

State Security Law Exam

IAR

Series 66

Date: 2/20/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/9/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/28/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MTM FINANCIAL GROUP, LLC

112 ADVISOR | MTM FINANCIAL GROUP, LLC

CRD#: 147221 / SEC#: 801-97342

RIA

Registered Investment Advisory firm - (6/1/2015 Approved)

Pennsylvania

Registered Investment Advisory firm - (6/3/2015 Terminated)

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Contact information

Main Address

4505 Hanoverville Road, Bethlehem, PA 18020

Mailing Address

Phone number

(610) 746-7007

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2A - MTM FINANCIAL GROUP, LLC (1/24/2025)

Regulatory assets under management

Total Number of Accounts	3,167
AUM (Assets Under Management)	$ 620,658,505

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

xxxxx@xxxx.xxx

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Jonathan Weimer

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Education

Messiah University

Experience

THE STRATEGIC FINANCIAL ALLIANCE, INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

MTM FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/20/2018

Series 63

Date: 2/9/2016

SIE

Date: 10/1/2018

Series 7

Date: 9/28/2015

FINRA

Current Firm

MTM FINANCIAL GROUP, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MTM FINANCIAL GROUP, LLC

TRUST BUT VERIFY

Contact information

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