Jonathan D. Pond, LLC
Jonathan D. Pond, LLC (CRD# 131395) is a financial advisory firm headquartered in Newton, MA. They manage $261,032,249 in 768 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management261MILLION
Total Number of Accounts768ACCOUNTS
Average Account Value$339,886
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
MA, MD, NH, NY, TX, VA
Jonathan Pond (CRD# 4825202) is an Investment Advisor Representative working at Jonathan D. Pond, LLC in Newton, MA and has 1 year of experience in the finance industry.