Jonathan D. Pond, LLC

Jonathan D. Pond, LLC (CRD# 131395) is a financial advisory firm headquartered in Newton, MA. They manage $254,308,561 in 818 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    254
    MILLION
  • Total Number of Accounts
    818
    ACCOUNTS
  • Average Account Value
    $310,891
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH, NY

Financial Advisors at Jonathan D. Pond, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan D. Pond
CRD#: 4825202
One Gateway Center, 300 Washington St., Suite 413, Newton, MA 02458
87
Wealthminder
score

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.

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