AdvisorOS Directory
Claim Profile
JP

Jonathan Davidson Pond

JONATHAN D. POND, LLC·NEWTON, Massachusetts
Unclaimed Profile
300 WASHINGTON STREET; ONE GATEWAY CENTER, NEWTON, MA 02458CRD# 4825202Firm CRD# 131395
01

About

Jonathan Davidson Pond is a registered financial advisor based in NEWTON, Massachusetts, affiliated with JONATHAN D. POND, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
JONATHAN D. POND, LLC
JONATHAN D. POND, LLC
AUM
$346M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at JONATHAN D. POND, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Regulatory
SEC/IARD CRD# 4825202
Firm CRD# 131395
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWTON?

Browse all registered financial advisors in NEWTON, Massachusetts or claim this profile if it's yours.

Browse NEWTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jonathan Davidson Pond offer?
Jonathan Davidson Pond specializes in Financial Planning, Investment Management. Contact their office in NEWTON, Massachusetts for a consultation.
What are Jonathan Davidson Pond's credentials?
Jonathan Davidson Pond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Davidson Pond located?
Jonathan Davidson Pond is based in NEWTON, Massachusetts, working with JONATHAN D. POND, LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.
How does Jonathan Davidson Pond charge for services?
Jonathan Davidson Pond's firm is compensated through percentage of aum, hourly charges, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JONATHAN D. POND, LLC?
JONATHAN D. POND, LLC has approximately 3 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEWTON
Amit Kumas Basak — STALEY CAPITAL FUND I MANAGEMENT COMPANY LLCMatthew A Gibbs — OXFORD BIOSCIENCE III CORPORATIONJignesh Patel — JNR EQUITY FUND I MANAGER LLCBarry Hollander — ADVISER INVESTMENTS LLCKazuhiko Kasai — SOFTBANK, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile