Jonathan D POND LLC
Legal Name: JONATHAN D. POND, LLC
Full Contact Details
Jonathan D POND LLC
300 WASHINGTON STREET; ONE GATEWAY CENTER, SUITE 413, NEWTON, MA
617-243-0020
617-243-0021
Other Info
Jonathan D. Pond, LLC is a Massachusetts-based financial advisory company that was registered with the SEC in 2008. It has a team of three employees, one of whom is in an advisory role. Although the exact number of clients served by the firm is unknown, it is an Approved entity.
Jonathan D. Pond, LLC
Jonathan D. Pond, LLC is a fee only registered investment advisor (RIA) serving the needs of high net worth individuals and families by providing comprehensive wealth and investment management focused on wealth planning, and investment management. Founded by renowned financial author and personality…
Direct Owners
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ERIK WERNER THORESEN
CHIEF OPERATING OFFICER owns less than 5%
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JONATHAN DAVIDSON POND
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns 75% or more