Jon Dabareiner has been an investment adviser representative at Lombard Advisers since September 2018, and is not listed among the firm’s executive officers or direct owners.
Lombard Advisers Incorporated is a Baltimore, MD firm with $670M under management, 985 clients and 30 advisers across 24 offices, as of its March 2026 filing.
Jon Dabareiner’s longest registration was 24 years at Ameriprise Financial Services, Inc. (1988–2013). Before joining Lombard Advisers in 2018, Jon Dabareiner was registered through Concord Wealth Partners and Ameriprise Financial Services, Inc.
- – present · 8 yearsHardy, VA · Adviser representative · Firm CRD 108231
- Concord Wealth Partners– · 4 yearsHardy, VA · Adviser representative · Firm CRD 118643
- Ameriprise Financial Services, Inc.– · 24 yearsHardy, VA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Jon Dabareiner is registered as an investment adviser representative in Virginia, since September 2018.
- VirginiaSince 18 September 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 15 December 1988 |
| Series 7 | General Securities Representative Examination | 19 November 1988 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jon Mark Dabareiner
- CRD
- 1893076
- Firm
- Lombard Advisers · CRD 108231
- Office
- 40 Village Springs Drive, Suite 22, Hardy, VA 24101
- Registration
- Investment adviser registration
- In the industry since
- October 1989
- Disciplinary history
- Not yet shown here · SEC record
Where does Jon Dabareiner work?
Jon Dabareiner is an investment adviser representative registered through Lombard Advisers Incorporated since September 2018, and is not listed among the firm’s executive officers or direct owners.
Is Jon Dabareiner a financial advisor?
Yes. Jon Dabareiner has a current investment-adviser registration in Virginia, through Lombard Advisers since September 2018.
How many years of experience does Jon Dabareiner have?
Jon Dabareiner has 37 years in the financial industry, since October 1989, across 3 adviser firms.
What exams has Jon Dabareiner passed?
Jon Dabareiner has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in November 1988.
Where did Jon Dabareiner work before Lombard Advisers?
Before Lombard Advisers, Jon Dabareiner was registered through Concord Wealth Partners, March 2013 to November 2017; Ameriprise Financial Services, Inc., December 1988 to February 2013.
Where is Jon Dabareiner based?
Jon Dabareiner’s registered office is in Hardy, VA.
Is Jon Dabareiner registered with FINRA?
No. Jon Dabareiner has no current broker registration.
How can I verify Jon Dabareiner’s record?
Search CRD 1893076 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jon Dabareiner’s full registration record.