Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Davidson Pond is an Investment Advisor Representative with Dakota Wealth, LLC, a firm with offices in Newton, MA and Palm Beach Gardens, FL. Jonathan Davidson Pond is also engaged in developing, supporting and promoting five financial products that provide financial planning and investment guidance via computer-generated reports based on questionnaire responses. These products are primarily offered through public television, but may also be distributed through credit unions, banks, consumer credit counseling agencies, brokerage and mutual fund companies, associations and employers.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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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MA
09/27/2023 - Present
Dakota Wealth, LLC (Newton MA)
Active
Inactive
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