Jonathan Rowe Salvato
Investment adviser representative at Diamond Client Group, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$185.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Diamond Client Group, LLCAug 2024 to now
- UnemployedFeb 2024 to Jul 2024
- Cerity Partners LLCJan 2022 to Jan 2024
- Investec Wealth StrategiesFeb 2018 to Dec 2021
- Asset Management Advisors, LLCSep 2014 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (TX).
Diamond Client Group, LLC
$185.8MAssets managed
436Clients
10Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4705585
- Firm CRD
- 310570