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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Diamond is a registered investment advisor representative with Paces Ferry Wealth Advisors, LLC. Jeffrey has been in the financial services industry since 1985. Jeffrey has a Series 63, Series 65, and Series 7 license, as well as the SIE exam. Jeffrey specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Jeffrey has been with Paces Ferry Wealth Advisors, LLC since 2019. Prior to that, Jeffrey was with J.P. Morgan Securities LLC. Jeffrey's firm focuses on providing investment advisory services to individuals, families, and businesses. Jeffrey is committed to providing clients with personalized financial advice that helps them meet their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
01/02/2020 - Present
Paces Ferry Wealth Advisors, LLC (ATLANTA GA)
GA
09/26/1996 - 10/02/2018
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
NY
09/20/1993 - 09/27/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
10/19/1987 - 09/21/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/20/1985 - 10/27/1987
PAINEWEBBER INCORPORATED
IA
Issued 05/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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