Jonathan Rowe Salvato

Employer firm

Diamond Client Group, LLC CRD 310570

$186M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 02/2018
  Asset Management Advisors, Llc
  Houston, TX
• 02/2018 → 12/2021
  Investec Wealth Strategies
  Houston, TX
• 01/2022 → 01/2024
  Cerity Partners Llc
  Houston, TX
• 08/2024 → Present
  Diamond Client Group Llc
  The Woodlands, TX
• 02/2024 → 07/2024
  Unemployed
  Houston, TX

Previous Registrations

• 2022-02-22 → 2024-01-09
  Cerity Partners Llc
  Houston, TX
  New York, NY
• 2018-03-13 → 2022-01-28
  Investec Wealth Strategies
  Houston, TX
• 2014-10-28 → 2018-02-26
  Asset Management Advisors Inc
  Houston, TX
• 2010-02-19 → 2014-09-17
  Vestis Advisors, Llc
  Houston, TX
• 2006-03-15 → 2009-10-19
  Charles Schwab & Co., Inc.
  Chicago, IL
• 2003-11-14 → 2006-01-19
  Ameriprise Financial Services, Llc
  Annapolis, MD

Other Businesses

Financialpanthering.com; non-investment related; 18655 Martinque Dr. Houston, TX, 77058; general financial planning education; owner; 06/2024; 15 hrs/week; Disseminate educational content, regarding financial planning guidance to a general audience with no charge. Through a newsletter, podcast, and short-form videos, this business will be academic with no services or fees. I have been and am the only person associated with financialpanthering.com

Exams

• S66 Uniform Combined State Law Examination
  2003-11-13

Designations

• Certified Financial Planner