JN
Jeffrey A. Nattans
BLACK DIAMOND FINANCIAL
LUTHERVILLE, MD 21093
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CRD#: 2786221
JN
Professional summary
Jeffrey Allen Nattans is a registered financial advisor currently at BLACK DIAMOND FINANCIAL, LLC located in Lutherville, Maryland.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jeffrey has worked at 3 firms and has passed the Series 65, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. CALVERT HALL COLLEGE HIGH SCHOOL; TOWSON, MD; BEGINNING JULY 2013 - PRESENT; CHAIR OF THE BOARD OF TRUSTEES; APPROX 5 HOURS PER MONTH-MAY BE DURING NORMAL SECURITIES TRADING HOURS. 2. CATHOLIC CHARITIES OF BALTIMORE; BEGINNING JANUARY 2023 - PRESENT; BOARD OF TRUSTEES; FINANCE & INVESTMENT COMMITTEES; APPROX 5 HOURS PER MONTH-MAY BE DURING NORMAL SECURITIES TRADING HOURS. 3. KNOTT SCHOLARSHIP FUNDS; BEGINNING SEPTEMBER 2022 - PRESENT; INVESTMENT COMMITTEE MEMBER; APPROX 5 HOURS PER MONTH-MAY BE DURING NORMAL SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Allen Nattans's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 19, 2024 - Present
BLACK DIAMOND FINANCIAL, LLC
Office #1: 2330 West Joppa Road Suite 320, Lutherville, MD 21093RIA
CRD#: 145108
LUTHERVILLE, MD
Past
December 7, 2006 - June 9, 2021
FRANKLIN DISTRIBUTORS, LLC
BD
CRD#: 109064
SAN MATEO, CA
Past
September 3, 1996 - March 27, 2006
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
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".
BD
BLACK DIAMOND FINANCIAL, LLC
BLACK DIAMOND FINANCIAL, LLC
CRD#: 145108 / SEC#: 801-96172
RIA
Registered Investment Advisory firm - (4/22/2015 Approved)Maryland
Registered Investment Advisory firm - (4/24/2015 Terminated)Oregon
Registered Investment Advisory firm - (4/27/2015 Terminated)Virginia
Registered Investment Advisory firm - (4/24/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(3/19/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/18/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
BD
BLACK DIAMOND FINANCIAL, LLC
BLACK DIAMOND FINANCIAL, LLC
CRD#: 145108 / SEC#: 801-96172
RIA
Registered Investment Advisory firm - (4/22/2015 Approved)Maryland
Registered Investment Advisory firm - (4/24/2015 Terminated)Oregon
Registered Investment Advisory firm - (4/27/2015 Terminated)Virginia
Registered Investment Advisory firm - (4/24/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2330 West Joppa Road Suite 320, Lutherville, MD 21093
Mailing Address
Phone number
(443) 841-7772
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 328 |
| AUM (Assets Under Management) | $ 1,043,675,393 |
Red Flags
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