Unclaimed Profile

Jay Marc Diamond

INVESTMARK ADVISORY GROUP LLC·SHELTON, Connecticut

SIE, Series 6, Series 7, Series 22, Series 24, Series 51, Series 52, Series 63Clean record34 years registeredINVESTMARK ADVISORY GROUP LLC

3 ENTERPRISE DRIVE, SHELTON, CT 06484CRD# 1293312Firm CRD# 121060

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jay Marc Diamond · SHELTON, CT

Registration

CRD #1293312 · INVESTMARK ADVISORY GROUP LLC · 34 years registered

Brand Profile

Not yet started

Career History

COMMONWEALTH FINANCIAL NETWORK

Mar 2001 – present

INVESTMARK ADVISORY GROUP LLC

Feb 1992 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 51

Series 52

Series 63

Registration record

First registered · February 25, 1992

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVESTMARK ADVISORY GROUP LLC

CRD 121060 · SEC 801-76505

AUM

$712M

Regulatory assets under management

Employees

1,788 client accounts

Services offered by INVESTMARK ADVISORY GROUP LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INVESTMARK ADVISORY GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Jay Marc Diamond offer?

Jay Marc Diamond specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHELTON, Connecticut for a consultation.

What are Jay Marc Diamond's credentials?

Jay Marc Diamond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jay Marc Diamond located?

Jay Marc Diamond is based in SHELTON, Connecticut, working with INVESTMARK ADVISORY GROUP LLC. Their office serves clients in the SHELTON metropolitan area and surrounding communities.

How does Jay Marc Diamond charge for services?

Jay Marc Diamond's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTMARK ADVISORY GROUP LLC?

INVESTMARK ADVISORY GROUP LLC has approximately 10 employees and manages $712M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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