Joseph M. Digiammo
Professional summary
Joseph Michael Digiammo JR, CFP®, who also goes by Joseph Micheal Digiammo Jr, is a registered financial advisor currently at JMD FINANCIAL PLANNING INC. located in Somerset, Massachusetts.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Joseph has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Michael Digiammo JR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
April 10, 2026 - Present
JMD FINANCIAL PLANNING INC.
April 26, 2012 - July 17, 2015
MISCHLER FINANCIAL GROUP, INC.
May 22, 2009 - January 18, 2012
SUSQUEHANNA FINANCIAL GROUP, LLLP
March 10, 2004 - May 4, 2009
UBS SECURITIES LLC
November 29, 1993 - March 3, 2004
MORGAN STANLEY & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/10/2026)
Exams
Series 55
Date: 11/3/1998
Limited Representative-Equity Trader ExamCurrent Firm
JMD FINANCIAL PLANNING INC.
CRD#: 340513 / SEC#:
Contact information
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