Experience and Trust

Experience and trust are imperative in selecting a financial partner. Jonathan D. Pond, LLC has the expertise to manage your portfolio without conflict of interest.  We put your interests above our own.   We offer exceptional service for individuals and familes with investments of $500,000 or more, backed by state-of-the-art technology, in depth research, and a customized investment approach.

Our success is predicated on partnering with you to identify, implement, and monitor a higher personalized approach designed to meet your investment objectives. We are committed to providing outstanding performance, delivering exceptional service and cultivating enduring relationships with our clients.  For 25 years, our clients have relied on us for expertise, service, and integrity.


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