Jonathan D. Pond, LLC

EST. AUM
$350,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number 131395
Website jonathanpondllc.com
Client types

Overview

Jonathan D. Pond, LLC provides investment management and financial planning services to individuals and families at each stage of their financial journey. They focus on retirement and estate planning goals, insurance, tax minimization, gifting strategies, and controlling investment risk so that clients can focus on what matters most – enjoying the road ahead.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Jonathan D. Pond, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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