Jason Diamond

Vice President, Senior Consultant, Diamond Consultants

Having worked on both sides of the desk at Merrill Lynch and Morgan Stanley provided Jason with a real-world perspective of both clients and advisors, as well as the firms they work for. It’s this unique vantage point, and depth of knowledge and empathy, plus a natural ability to “connect the dots” that have earned Jason the trust and respect of the industry’s most sophisticated financial advisors at one of the nation’s leading recruiting and consulting firms.

Jason is a graduate of Emory University in Atlanta, Ga. with a Bachelor of Business degree in finance.

For more information, visit: https://www.diamond-consultants.com/team/jason-diamond/

Jason’s Recent activity

Mindy Diamond on Independence: An Industry Update on Mega-Moves

Oct 05, 2023

With 2023 mega-advisor moves already outpacing 2022, this episode explores case studies to answer: What was needle-moving enough to leave the firms where they built phenomenal businesses? What can we all learn from...

Mindy Diamond on Independence: Financial Advisor Economics Beyond Transition

Sep 07, 2023

In an active recruiting environment, advisors are eager to understand where deals are at and where they’re headed. Beyond a transition deal, how can advisors monetize their business over time—thinking about the short...