Jonathan
Weimer
Mtm Financial Group, LLC
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About this Advisor
Jonathan Weimer is a certified financial planner who works in Bethlehem, Pennsylvania. Weimer currently works for Mtm Financial Group, LLC. During their career, the advisor has held roles at Fidelity Brokerage Services LLC, Santander Bank, William Vitacco Associates, Dick'S Sporting Goods, Messiah College, Fidelity Personal And Workplace Advisors, The Strategic Financial Alliance, Inc, Mtm Financial Group, LLC, Mtm Financial Group and Fidelity Investments. Weimer holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to serve investors in New Jersey and Pennsylvania. Mtm Financial Group, LLC is a financial advisory company that has its headquarters in Bethlehem, PA. It oversees $378 million in total assets between its 2,120 client accounts, placing it among the larger firms in the nation by assets under management. Of its 2,120 client accounts, 16% belong to high-net-worth individuals who have at least $1 million in investable assets. Mtm Financial Group, LLC performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. A financial advisor's fee schedules typically vary depending on the type of services provided. However, fee types billed by Mtm Financial Group, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mtm Financial Group, LLC Brokerage Details
$377,800,000
10
2,120
$178,208
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jonathan Weimer Work History
Jonathan has been registered as a financial advisor for 0 years.*
The Strategic Financial Alliance, Inc
Mtm Financial Group, LLC
Mtm Financial Group
Fidelity Brokerage Services LLC
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLC
Santander Bank
Fidelity Investments
William Vitacco Associates
Dick'S Sporting Goods
Messiah College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Weimer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mtm Financial Group, LLC
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
Bethlehem, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
