Jeffrey S. Diamond

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CRD#: 1399171

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Stephen Diamond, AIF®, who also goes by Jeff Diamond, Jeffery Stephen Diamond, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1985. Jeffrey had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jeff Diamond | Jeffery Stephen Diamond

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Entity Name: Does not have a name Investment related: No Address: 1. Navarre Beach, FL; 2. 866 Ft. Walton Beach, FL; 3. 124 Ft. Walton Beach, FL Nature of the other business: Rental Property Position/Title/Relationship: Sole Proprietor Start Date: 30-Jul-2013 Approximate # of hours a month: none Approximate # of hours during securities trading hours: none or almost none Briefly describe your duties: Owner. 2. ENTITY NAME: HARD MONEY LOAN; INVESTMENT RELATED: YES; ADDRESS: ATLANTA, GA; NATURE OF THE OTHER BUSINESS: INDIVIDUAL BUYS HOMES, UPGRADES THEM, AND SELLS THEM; POSITION/TITLE/RELATIONSHIP: INVESTOR; START DATE: 9/23/2021; APPROXIMATE # OF HOURS A MONTH: 0; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 0; BRIEFLY DESCRIBE YOUR DUTIES: NONE. 3. ENTITY NAME: EDMONDS APARTMENT INVESTORS LLC; INVESTMENT RELATED: YES; ADDRESS: SEATTLE, WASHINGTON; NATURE OF THE OTHER BUSINESS: APARTMENT DEVELOPMENT; POSITION/TITLE/RELATIONSHIP: INVESTOR; START DATE: 10/14/2021; APPROXIMATE # OF HOURS A MONTH: 0; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 0; BRIEFLY DESCRIBE YOUR DUTIES: NONE.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Past

July 17, 2019 - January 7, 2025

PACES FERRY WEALTH ADVISORS, LLC

RIA

CRD#: 300057

ATLANTA, GA

Past

September 24, 2018 - June 27, 2019

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

RIA

CRD#: 168256

ATLANTA, GA

Past

January 22, 2003 - October 2, 2018

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

ATLANTA, GA

Past

September 26, 1996 - October 2, 2018

J.P. MORGAN SECURITIES LLC

CRD#: 79

ATLANTA, GA

Past

September 20, 1993 - September 27, 1996

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

October 19, 1987 - September 21, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

August 20, 1985 - October 27, 1987

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PACES FERRY WEALTH ADVISORS, LLC

CRD#: 300057 / SEC#: 801-114559

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/27/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/7/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/17/1985

General Securities Representative Examination

Current Firm

PACES FERRY WEALTH ADVISORS, LLC

CRD#: 300057 / SEC#: 801-114559

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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Contact information

Main Address

2849 Paces Ferry Road Suite 660, Atlanta, GA 30339

Mailing Address

Phone number

(404) 480-5200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PACES FERRY WEALTH ADVISORS - BROCHURE SUPPLEMENT (3/6/2025)

Regulatory assets under management

Total Number of Accounts	648
AUM (Assets Under Management)	$ 430,008,091

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jeffrey S. Diamond

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MORGAN STANLEY DW INC.

LEHMAN BROTHERS INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

PACES FERRY WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/27/1992

Series 63

Date: 10/7/1985

SIE

Date: 10/1/2018

Series 7

Date: 8/17/1985

Current Firm

PACES FERRY WEALTH ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PACES FERRY WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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