Be advised. This firm is no longer registered.

Jonathan D. Pond, LLC

Jonathan D. Pond, LLC (CRD# 131395) is a financial advisory firm headquartered in Newton, MA. They manage $346,394,000 in 186 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
300 Washington Street; One Gateway Center, Suite 413, Newton, MA 02458
http://www.jonathanpondllc.com
By the Numbers
  • Total Assets Under Management
    346
    MILLION
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $1,862,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, MD, NH, NY, TX, VA

Financial Advisors at Jonathan D. Pond, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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