Jay Diamond, financial advisor Stratford CT
93 score

Jay Diamond

CRD Number: 1293312
Current Firm: Commonwealth Financial Network

Jay Diamond (CRD# 1293312) is an Investment Advisor Representative working at Commonwealth Financial Network in Stratford, CT and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Iag, LLC Stratford, CT Apr 2011 - Current 5
Investmark Advisory Services, Inc. Stratford, CT Nov 1990 - Current 26
Commonwealth Equity Services, Inc. Stratford, CT May 1990 - Current 26
Investmark Financial Services, Inc. Stratford, CT Jan 1990 - Mar 2011 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Contact Info for Jay M. Diamond
Phone Number: 781-736-0700
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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