Jonathan Pop

Founding Partner @ Diamond Mountain Financial | Helping businesses, professionals, and their families minimize taxes, grow their assets, and establish generational wealth

Role
Wealth Management Advisor at WestPac Wealth Partners
Location
San Francisco, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jonathan Pop

At Diamond Mountain Financial, we help professionals, business owners, and families…

Experience

  1. Wealth Management Advisor

    WestPac Wealth Partners

    Jan 2023 — Present · San Francisco, CA, US

    Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 61••••••00. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WESTPAC WEALTH PARTNERS is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 42•••27. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Education

  • Wayne State University

    Bachelors of Education, Music Education

    2012 — 2017

  • Wayne State University

    Bachelors of Music, Music Performance

    2012 — 2017

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Jonathan Pop — Wealth Management Advisor at WestPac Wealth Partners in San Francisco, CA, US | Unifers