Jonathan Weimer
Financial advisor at Mtm Financial Group, LLC · Bethlehem, PA
Last updated 2026-10-10
Claim your profileJonathan Weimer is a financial advisor at Mtm Financial Group, LLC in Bethlehem, PA, CRD 6544855. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2018-06-01.
Registration
- CRD number
- 6544855
- Registration status
- Active
- IAPD registration
- 2018-06-01
- Industry Experience
- 8 years
- Work Experience
- 11 years
- States registered
- NJ, PA
Licenses and exams
- Series 63
- Series 66
Designations
- CFP®
Work history
- 2015-07 to 2018-05 · Fidelity Brokerage Services LLC · Paramus, NJ
- 2018-07 to Present · Fidelity Personal and Workplace Advisors · Boston, MA
- 2023-01 to Present · The Strategic Financial Alliance, Inc. · Atlanta, GA
- 2018-05 to 2019-11 · Fidelity Brokerage Services LLC · Center Valley, PA
- 2019-11 to 2020-06 · Fidelity Brokerage Services LLC · Center Valley, PA
- 2020-06 to Present · Fidelity Brokerage Services LLC · Center Valley, PA
- 2023-01 to Present · Mtm Financial Group, LLC · Bethlehem, PA
- 2023-01 to Present · Mtm Financial Group · Bethlehem, PA
- 2015-07 to 2023-01 · Fidelity Investments · Center Valley, PA
Current employment
- Mtm Financial Group, LLC · Bethlehem, PA
Mtm Financial Group, LLC
- Regulatory AUM
- $771,644,224
- Registered advisors
- 8
- Offices
- 1
- Clients per advisor
- 409.5 (Very high)
- Average AUM per client
- $235.5K (Low)
- High-net-worth client ratio
- 0.4% (Low)
Mtm Financial Group, LLC: advisors, services and reported ETF investments
About
Jonathan Weimer is a CFP® financial advisor at Mtm Financial Group, LLC in Bethlehem, PA. Reported securities licenses include Series 63 and Series 66. The latest record indicates 8 years of industry experience and 11 years of reported work history.
Mtm Financial Group, LLC's firm-level Form ADV reports 8 advisors across 1 offices; approximately 409.5 clients per advisor, average assets per client of $235,545, and regulatory AUM of $771.6M; client categories including Individuals (non-HNW), High net worth individuals, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Publication of Periodicals or Newsletters.
PortfolioFuture's firm-level 13F analysis covers $213.6M across 67 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jonathan Weimer personally.
Reported ETF positions
Mtm Financial Group reports 67 ETF positions worth $213.6M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VIG — Vanguard Div Appreciation ETF | $32.1M |
| BALT — Innovator Defined Wealth Shield ETF | $27M |
| QQQ — Invesco QQQ Trust, Series 1 | $18.7M |
| BUFF — Innovator Laddered Allocation Power Buffer ETF | $12.9M |
| JEPI — JPMorgan Equity Premium Income ETF | $12.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Mtm Financial Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $7.9M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $7.9M | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | JMEE — JPMorgan Small & Mid Cap Enhanced Equity ETF | $756.9K | Top 99.6% | Residual alpha +1.58% · Residual Sharpe 0.08 |
| Diversification Benefits | DDSQ — Innovator Equity Dual Directional 5 Buffer ETF - Quarterly | $1.8M | Top 98.8% | Replicability (R²) 52.8% · Residual Sharpe 1.20 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Mtm Financial Group, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Registered Representative of a Broker-Deale
- Insurance Broker or Agent
- Accountant or Accounting Firm
- Broker-Dealer or Municipal Securities Dea
Location
4505 Hanoverville Road, Bethlehem, PA 18020
8 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 610-746-7007
- Website: morethanmoneyonline.com
Official record
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