Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Diamond is a financial advisor with over 15 years of experience in the industry. He is currently registered with Kingswood Capital Partners, LLC, where he has been since June 2018. Previously, Jonathan worked at Niagara International Capital Limited and J.P. Morgan Securities LLC. Jonathan holds FINRA Series 3, 7, and 66 licenses, as well as the SIE exam. He is registered in California, Florida, Georgia, Illinois, New York, North Carolina, and Pennsylvania. Jonathan is committed to providing his clients with personalized financial advice and guidance to help them achieve 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.
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.
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2
FL
06/15/2018 - Present
Kingswood Capital Partners, LLC (Palm Beach FL)
NY
06/27/2016 - 06/15/2018
NIAGARA INTERNATIONAL CAPITAL LIMITED (NEW YORK NY)
FL
01/19/2010 - 09/09/2014
J.P. MORGAN SECURITIES LLC (PALM BEACH FL)
NY
10/14/2003 - 02/02/2010
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 09/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2003
Series 3 - National Commodity Futures Examination
BC
Issued 10/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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