Jeffrey
Diamond
Paces Ferry Wealth Advisors, LLC
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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
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Fee Structure
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Paces Ferry Wealth Advisors, LLC Brokerage Details
$361,254,493
6
619
$583,610
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
Paces Ferry Wealth Advisors, LLC
Tru Independence Asset Management, LLC
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
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
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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