Jonathan Rowe Salvato
CFP®Professional Summary
JONATHAN ROWE SALVATO, CFP® is a registered financial advisor currently at DIAMOND CLIENT GROUP, LLC located in The Woodlands, Texas. JONATHAN is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. JONATHAN has worked at 8 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Jonathan is a Principal based in the Houston office and a member of the firm’s Wealth Management practice. As a financial adviser, he is committed to helping clients develop holistic financial plans to achieve personal and financial objectives. Prior to joining Cerity Partners, Jonathan was a Wealth Advisor at Investec Wealth Strategies. Previously, Jonathan worked as an advisor at Asset Management Advisors and Vestis Advisors.
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
23 years in the financial services industry
Current & Past Employments
Education
Texas A&M University
B.S.
B.S.
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Current Firm
DIAMOND CLIENT GROUP, LLC
Contact Information
Main Address
9595 Six Pines Drive Suite 6200, The Woodlands, TX 77380Phone Number
(832) 319-1555# of Employees
11SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
714AUM (Assets Under Management)
$185,808,906Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
DIAMOND CLIENT GROUP, LLC
State Registrations and Notice Filings
(8/9/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view JONATHAN ROWE SALVATO's CRS (Customer Relationship Summary).
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