Advisor at Ladenburg Thalmann Asset Management Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ladenburg Thalmann Asset Management Inc
Location
Lavallette, NJ
Credentials
Series 63, Series 66
Industry experience
24 years
Jaime Desmond is a financial advisor with Black Diamond Financial, LLC, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. He has worked at Ladenburg Thalmann Asset Management and Ladenburg Thalmann & Co. Inc. since 2004 and has been with Black Diamond Financial since 2021. Outside of his advisory roles, he serves as Vice President of a co-op board and as Social Chair for a local association, both volunteer positions. Black Diamond Financial, LLC provides discretionary investment advisory services to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages portfolios primarily through mutual funds, ETFs, individual equities, and fixed income, offering both wrap and non-wrap fee arrangements and additional financial planning and retirement plan services.
Based on Ladenburg Thalmann Asset Management Inc
Based on Ladenburg Thalmann Asset Management Inc
One-time or periodic flat consulting fees, subject to negotiation.
Negotiable hourly fee for consulting services; maximum asset-based consulting fee of 0.75% annually.
Lavallette, NJ
California · Connecticut · Florida · Georgia · Illinois · Kentucky · Louisiana · Maryland · Massachusetts · Nevada · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Vermont
Black Diamond Financial, Inc.
2021 - Present (5 years)
Ladenburg Thalmann Asset Management
2004 - Present (22 years)
Ladenburg Thalmann & Co. Inc.
2004 - Present (22 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
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Series 63, Series 65
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