Jonathan Salvato has been an investment adviser representative at Diamond Client Group since August 2024, and is not listed among the firm’s executive officers or direct owners. Jonathan Salvato studied at Texas A&M University.
Diamond Client Group, LLC is a The Woodlands, TX firm with $186M under management, 436 clients and 11 advisers across 2 offices, as of its March 2026 filing.
Jon Salvato is a Financial Consultant with Diamond Client Group, LLC. Before joining the firm, he worked for 21 years as a client-facing financial advisor, assisting individuals and business owners. His work covered tax planning, estate planning, employer benefits, Social Security and Medicare.
Jonathan Salvato’s longest registration was 4 years at Vestis Advisors LLC (2010–2014). Before joining Diamond Client Group in 2024, Jonathan Salvato was registered through Cerity Partners LLC and Investec Wealth Strategies.
- Diamond Client Group, LLCCurrent– present · 2 yearsThe Woodlands, TX · Adviser representative · Firm CRD 310570
- Cerity Partners LLC– · 1 yearHouston, TX · Adviser representative · Firm CRD 151559
- Investec Wealth Strategies– · 3 yearsHouston, TX · Adviser representative · Firm CRD 109417
- Asset Management Advisors Inc– · 3 yearsHouston, TX · Adviser representative · Firm CRD 105921
- Vestis Advisors LLC– · 4 yearsHouston, TX · Adviser representative · Firm CRD 152579
- Charles Schwab & Co., Inc.– · 3 yearsChicago, IL · Adviser representative · Firm CRD 5393
- Ameriprise Financial Services, Inc.– · 2 yearsAnnapolis, MD · Adviser representative · Firm CRD 6363
Professional designations
Listed by Diamond Client Group
- CFP®
Investment adviser representative registrations
Jonathan Salvato is registered as an investment adviser representative in Texas, since August 2024.
- TexasSince 9 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 13 November 2003 |
| Series 7 | General Securities Representative Examination | 21 October 2003 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Rowe Salvato
- CRD
- 4705585
- Firm
- Diamond Client Group · CRD 310570
- Office
- 9595 SIX PINES DRIVE, SUITE 6200, The Woodlands, TX 77380
- Registration
- Investment adviser registration
- In the industry since
- February 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- diamondclientgroup.com
Where does Jonathan Salvato work?
Jonathan Salvato is an investment adviser representative registered through Diamond Client Group, LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Salvato a financial advisor?
Yes. Jonathan Salvato has a current investment-adviser registration in Texas, through Diamond Client Group since August 2024.
How many years of experience does Jonathan Salvato have?
Jonathan Salvato has 21 years in the financial industry, since February 2005, across 7 adviser firms.
What exams has Jonathan Salvato passed?
Jonathan Salvato has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2003.
Where did Jonathan Salvato work before Diamond Client Group?
Before Diamond Client Group, Jonathan Salvato was registered through Cerity Partners LLC, February 2022 to January 2024; Investec Wealth Strategies, March 2018 to January 2022; Asset Management Advisors Inc, October 2014 to February 2018; Vestis Advisors LLC, February 2010 to September 2014; Charles Schwab & Co., Inc., March 2006 to October 2009; Ameriprise Financial Services, Inc., November 2003 to January 2006.
Where is Jonathan Salvato based?
Jonathan Salvato’s registered office is in The Woodlands, TX.
Is Jonathan Salvato registered with FINRA?
No. Jonathan Salvato has no current broker registration.
Is Jonathan Salvato a CFP?
Diamond Client Group lists Jonathan Salvato with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jonathan Salvato’s record?
Search CRD 4705585 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Salvato’s full registration record.
