Jonathan Loer has been Managing Member / Principal of Renaissance Wealth Advisors since December 2018, is a control person of the firm and directly owns between 50% and 75% of it. Jonathan Loer holds a Certificate of Financial Planning from Boston University. Jonathan Loer studied at Purdue University.
Renaissance Wealth Advisors, LLC is a Newton, MA firm with $110M under management, 93 clients and 2 advisers in one office, as of its April 2026 filing.
Jonathan Loer is Co-founder and Chief Planning Officer of Renaissance Wealth Advisors, based in Newton, Massachusetts. He has created financial plans for clients throughout his career, assembling their financial pieces into a cohesive plan and designing strategies for cash-flow needs and long-term income security, with a focus on the transition into retirement.
Jonathan Loer’s longest registration was 8 years at Fieldstone Financial Management Group, LLC (2006–2015). Before joining Renaissance Wealth Advisors in 2019, Jonathan Loer was registered through Fieldstone Financial Management Group, LLC and Concert Wealth Management.
- – present · 7 yearsNewton, MA · Adviser representative · Firm CRD 300007
- Fieldstone Financial Management Group, LLC– · 2 yearsFoxboro, MA · Adviser representative · Firm CRD 112296
- Concert Wealth Management– · 1 yearFoxboro, MA · Adviser representative · Firm CRD 141253
- Fieldstone Financial Management Group, LLC– · 8 yearsFoxboro, MA · Adviser representative · Firm CRD 112296
- Strategic Advisers, Inc.– · 2 yearsBoston, MA · Adviser representative · Firm CRD 104555
Professional designations
Listed by Renaissance Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Retirement Income Certified Professional (RICP®)
Investment adviser representative registrations
Jonathan Loer is registered as an investment adviser representative in Massachusetts, since February 2019.
- MassachusettsSince 13 February 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 23 February 2001 |
| Series 7 | General Securities Representative Examination | 29 December 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 April 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 April 1996 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jonathan Harris Loer
- CRD
- 2725999
- Firm
- Renaissance Wealth Advisors · CRD 300007
- Role
- Managing Member / Principal
- Office
- 275 GROVE STREET, SUITE 2-400, Newton, MA 02466
- Registration
- Investment adviser registration
- In the industry since
- March 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rw-advisors.com
Where does Jonathan Loer work?
Jonathan Loer has been Managing Member / Principal of Renaissance Wealth Advisors, LLC since December 2018, and is a control person of the firm.
Is Jonathan Loer a financial advisor?
Yes. Jonathan Loer has a current investment-adviser registration in Massachusetts, through Renaissance Wealth Advisors since February 2019.
How many years of experience does Jonathan Loer have?
Jonathan Loer has 22 years in the financial industry, since March 2004, across 4 adviser firms.
What exams has Jonathan Loer passed?
Jonathan Loer has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 66. The earliest, the Series 63, was passed in April 1996.
Where did Jonathan Loer work before Renaissance Wealth Advisors?
Before Renaissance Wealth Advisors, Jonathan Loer was registered through Fieldstone Financial Management Group, LLC, April 2016 to November 2018; Concert Wealth Management, March 2015 to May 2016; Fieldstone Financial Management Group, LLC, October 2006 to September 2015; Strategic Advisers, Inc., April 2001 to February 2004.
Where is Jonathan Loer based?
Jonathan Loer’s registered office is in Newton, MA.
Is Jonathan Loer registered with FINRA?
No. Jonathan Loer has no current broker registration.
Is Jonathan Loer a CFP?
Renaissance Wealth Advisors lists Jonathan Loer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jonathan Loer’s record?
Search CRD 2725999 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Loer’s full registration record.