Jeffrey
Diamond
Paces Ferry Wealth Advisors, LLC
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About this Advisor
Jeffrey Diamond is a financial advisor working in Atlanta, Georgia who has 4 years of relevant experience. Diamond currently works for Paces Ferry Wealth Advisors, LLC. Diamond has gained experience at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Tru Independence Asset Management, LLC and Paces Ferry Wealth Advisors, LLC. Diamond has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Florida, Georgia, Michigan, Nebraska and Texas. Paces Ferry Wealth Advisors, LLC is an advisory company that has its headquarters in Atlanta, GA. It oversees $289 million in total assets among its 593 customer accounts, making it one of the mid-sized firms in the nation by assets under management. The firm serves five charities and foundations. Of its 593 client accounts, 62% are held by high-net-worth investors who have more than $1 million in assets. Paces Ferry Wealth Advisors, LLC offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fees largely depend on the type of services provided. Fee types billed by Paces Ferry Wealth Advisors, LLC can be comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Paces Ferry Wealth Advisors, LLC Brokerage Details
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$289,169,876
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5
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593
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$487,639
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
Jeffrey has been registered as a financial advisor for 4 years.*
Paces Ferry Wealth Advisors, LLC
Tru Independence Asset Management, LLC
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
The content in this profile was updated by SmartAsset on 4/16/2023. 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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