Jonathan Pond (CRD# 4825202) is an Investment Advisor Representative working at Dakota Wealth, LLC in Newton, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dakota Wealth, LLC | Newton, MA | Sep 2023 - Current | < 1 |
| Jonathan D. Pond, LLC | Newton, MA | Jan 2006 - Current | 18 |
| Pondemonium Productions, Inc. | Watertown, MA | Jan 2001 - Current | 23 |
| Financial Planning Information, Inc. | Watertown, MA | Jan 1987 - Current | 37 |
- MA
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Total Assets Under Management5,334MILLIONS
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Total Number of Accounts9,720ACCOUNTS
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Average Account Value$548,779
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MI, MN, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI
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