Jay Diamond

Managing Principal

Investmark Advisory Group

3 Enterprise Drive, Suite 401
Shelton, CT 06484

: 203-953-3777

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I typically work with higher net worth individuals who are comfortable with a longer term plan. Investmark has a great depth of experience with all types of clients.

Certifications & Licenses:

Jay is licensed with FINRA and for Life, Health, Variable and Long Term Care Insurance, but may only discuss or transact business with residents of states in which he is properly registered. Please check FINRA’s Broker Check for a list of current registrations.

States where licensed: CT, NY, NJ, MA, CA, CO, AK, AZ, DE, FL, GA, IL, LA, MD, MI, MO, NC, NH, NM, NV, OK, OR, PA, RI, SC, TX, VA, VT, WA

Growing up with two younger sisters and helping my widowed mother have given me a unique and personal insight to the planning concerns of women – whether they are newly single (divorced or widowed) or not; I enjoy working with this group whether they be working execs, retired or just in need of some trusted guidance and support. - Jay Diamond

Our Practice

Investmark Advisory Group will organize your wealth management needs, creating solutions that lead directly toward achieving your goals.

Services Offered and Area of Focus

Wealth Management
Retirement Planning
Educational Planning
Insurance
Financial Counseling

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Disclosures

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance is separate from and not offered through Commonwealth. Additional services offered through Investmark Advisory Group are separate from and not offered through Commonwealth.

Term: 1/18/2024 – 12/31/2025

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The Women’s Choice Award® Verified Financial Advisor program was created by WomenCertified Inc., the Voice of Women, to Simplify her life by doing the homework for her, which allows her to spend less time researching and struggling over choices in today’s cluttered marketplace and more time focusing on what really matters. When she chooses to work with a Women’s Choice Award® Verified Financial Advisor, she can be confident that she is choosing a thoroughly vetted advisor that caters to and understands the women's market. This is the first and only recognition program for well-qualified advisors who are committed to the women’s market. It was started in 2013.

Financial Advisors are Verified based on 17 objective criteria associated with providing quality service to women clients, such as educational and professional credentials, experience, and a favorable regulatory history, among other factors, including letters of validation and professional background checks. Financial advisors do not pay a fee to apply, be considered or qualify for the program. All qualified advisors are listed on womenschoiceaward.com. Once qualified, financial advisors may purchase additional marketing collateral such as licensed seal/badge usage, featured enhanced listing or additional promotional products. Verified advisors showing up in the featured listings on the site have paid a fee to appear there. The inclusion of a financial advisor within the WCA Verified Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee of quality of services provided to clients or future investment success.

Women’s Choice Award® Verified Financial Advisors represent less than 1% of financial advisors in the U.S. Advisors are verified on rolling basis throughout the year. Only self-completed surveys were used for qualification for 2024.