Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Howard Diamond is a financial advisor with Herbert J. Sims Capital Management, Inc., located in Fairfield, CT. Jason is registered with the state of Connecticut and Puerto Rico as an Investment Adviser Representative. Jason is a licensed Series 7, 24, 27, 63 and 65. Jason has been in the financial industry since September 8, 1995. Jason Diamond has a proven track record of helping individuals and families reach their financial goals. Jason has experience in providing financial planning and investment management services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Jason is committed to providing his clients with personalized service and a high level of expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
CT
01/21/2015 - Present
Herbert J. Sims Capital Management, Inc. (FAIRFIELD CT)
CT
10/09/2003 - 08/03/2006
ADVEST, INC. (HARTFORD CT)
MA
03/14/1996 - 07/18/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
07/06/1993 - 02/08/1996
WALL STREET INVESTOR SERVICES (NEW YORK NY)
BC
Issued 11/08/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1997
Series 24 - General Securities Principal Examination
BC
Issued 06/29/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Diamond is the right advisor for you? Invested Better is here to help.
