Jeffrey
Diamond

Paces Ferry Wealth Advisors, LLC

CRD#1399171
Investment Advisor
in Atlanta, GA

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About this Advisor

Jeffrey Diamond is a financial advisor based in Atlanta, Georgia, working with Paces Ferry Wealth Advisors, LLC. Jeffrey has previously held positions at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Tru Independence Asset Management, LLC, and Paces Ferry Wealth Advisors, LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Georgia, Michigan, Nebraska, and Texas. Currently, Jeffrey is part of Paces Ferry Wealth Advisors, LLC, which operates out of Atlanta, Georgia. The firm has 6 employees and manages assets totaling $361.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Paces Ferry Wealth Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2849 Paces Ferry Road, Suite 660
Atlanta, GA 30339

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Paces Ferry Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$361,254,493

GA Average: $3,570,121,308
Total Number of Employees

6

GA Average: 58
Total Number of Accounts

619

GA Average: 1,608
Average Account Size

$583,610

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Jeffrey Diamond Work History

2019 - Present (5 years)

Paces Ferry Wealth Advisors, LLC

2018 - 2019 (1 year)

Tru Independence Asset Management, LLC

2010 - 2018 (8 years)

Jpmorgan Chase Bank, N.A

2008 - 2018 (10 years)

J.P. Morgan Securities LLC

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Disclosures

Please visit the SEC profile of Jeffrey Diamond to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Paces Ferry Wealth Advisors, LLC

Solomon Dodson
Atlanta, GA
Beth Conklin
Atlanta, GA
Zachary Morris
Atlanta, GA
Jeffrey Diamond
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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