Jonathan Davidson Pond
Investment adviser representative at Dakota Wealth, LLC
39 yearsExperience
1 stateRegistered in
$6.9BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
39 years in the industry.
- Dakota Wealth, LLCSep 2023 to now
- Jonathan D. Pond, LLCJan 2006 to now
- Pondemonium Productions, Inc.Jan 2001 to now
- Financial Planning Information, Inc.Jan 1987 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Dakota Wealth, LLC
$6.9BAssets managed
3,764Clients
61Advisers
8 yearsIn 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
- 4825202
- Firm CRD
- 297987