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Jason Howard Diamond

HERBERT J. SIMS CAPITAL MANAGEMENT, INC.·FAIRFIELD, Connecticut
HERBERT J. SIMS CAPITAL MANAGEMENT, INC.
2150 POST ROAD, FAIRFIELD, CT 06824CRD# 2320884Firm CRD# 134510

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Howard Diamond · FAIRFIELD, CT
Registration
CRD #2320884 · HERBERT J. SIMS CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

Jason Howard Diamond is a registered financial advisor based in FAIRFIELD, Connecticut, affiliated with HERBERT J. SIMS CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
HERBERT J. SIMS CAPITAL MANAGEMENT, INC.
HERBERT J. SIMS CAPITAL MANAGEMENT, INC.
AUM
$147M
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at HERBERT J. SIMS CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2320884
Firm CRD# 134510
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Howard Diamond offer?
Jason Howard Diamond specializes in Investment Management, Fee-Only Advisory. Contact their office in FAIRFIELD, Connecticut for a consultation.
What are Jason Howard Diamond's credentials?
Jason Howard Diamond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Howard Diamond located?
Jason Howard Diamond is based in FAIRFIELD, Connecticut, working with HERBERT J. SIMS CAPITAL MANAGEMENT, INC.. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.
How does Jason Howard Diamond charge for services?
Jason Howard Diamond's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HERBERT J. SIMS CAPITAL MANAGEMENT, INC.?
HERBERT J. SIMS CAPITAL MANAGEMENT, INC. has approximately 30 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HERBERT J. SIMS CAPITAL MANAGEMENT, INC.

Valerie Hebert
FAIRFIELD, CT
John William Koene
FAIRFIELD, CT
Jonathan David Jarow
FAIRFIELD, CT
William Barnett Sims
FAIRFIELD, CT

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