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RIA / WealthAdvisorCertified Financial Planner22 years in industry

JONATHAN ROWE SALVATO

Advisor at DIAMOND CLIENT GROUP, LLC

THE WOODLANDS, TX

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Search this name across graphsid dfx:ria:2a8ddd0b-2024-fe51-0da6-a3a95f319108

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Nov 14, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DIAMOND CLIENT GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 13, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 13, 2003
First registration: Nov 14, 2003
Dual registered: no
IAPD individual key: 4705585

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DIAMOND CLIENT GROUP, LLC	Independent wealth	Aug 9, 2024	n/a	yes	THE WOODLANDS, TX	Current employment
CERITY PARTNERS LLC	Independent wealth	Feb 22, 2022	Jan 9, 2024	no	HOUSTON, TX\|NEW YORK, NY	Previous registration
INVESTEC WEALTH STRATEGIES	Former SEC adviser	Mar 13, 2018	Jan 28, 2022	no	HOUSTON, TX	Previous registration
ASSET MANAGEMENT ADVISORS INC	Former SEC adviser	Oct 28, 2014	Feb 26, 2018	no	HOUSTON, TX	Previous registration
VESTIS ADVISORS, LLC	State registered	Feb 19, 2010	Sep 17, 2014	no	HOUSTON, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 15, 2006	Oct 19, 2009	no	Chicago, IL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Nov 14, 2003	Jan 19, 2006	no	ANNAPOLIS, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CERITY PARTNERS LLC	DIAMOND CLIENT GROUP, LLC	Jan 9, 2024	Aug 9, 2024	213	Firm change	RIA to RIA
INVESTEC WEALTH STRATEGIES	CERITY PARTNERS LLC	Jan 28, 2022	Feb 22, 2022	25	Firm change	RIA to RIA
ASSET MANAGEMENT ADVISORS INC	INVESTEC WEALTH STRATEGIES	Feb 26, 2018	Mar 13, 2018	15	Firm change	Other
VESTIS ADVISORS, LLC	ASSET MANAGEMENT ADVISORS INC	Sep 17, 2014	Oct 28, 2014	41	Firm change	Other
CHARLES SCHWAB & CO., INC.	VESTIS ADVISORS, LLC	Oct 19, 2009	Feb 19, 2010	123	Firm change	Ibd to state RIA
AMERIPRISE FINANCIAL SERVICES, LLC	CHARLES SCHWAB & CO., INC.	Jan 19, 2006	Mar 15, 2006	55	Firm change	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
109417:151559:TX:2022-01-28	Jan 28, 2022	Feb 22, 2022	HOUSTON, TX	Firm change

Relationships

Registered with (7)

→ DIAMOND CLIENT GROUP, LLCRegistered adviserregistration: current employment
Aug 9, 2024 to presentfactForm ADV
→ CERITY PARTNERS LLCRegistered adviserregistration: previous registration
Feb 22, 2022 to Jan 9, 2024factForm ADV
→ INVESTEC WEALTH STRATEGIESRegistered adviserregistration: previous registration
Mar 13, 2018 to Jan 28, 2022factForm ADV
→ ASSET MANAGEMENT ADVISORS INCRegistered adviserregistration: previous registration
Oct 28, 2014 to Feb 26, 2018factForm ADV
→ VESTIS ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 19, 2010 to Sep 17, 2014factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 15, 2006 to Oct 19, 2009factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Nov 14, 2003 to Jan 19, 2006factForm ADV

Dated events

Occurred
Jan 9, 2024
Advisor changed firm
Jonathan Rowe Salvato left Cerity Partners Llc for Diamond Client Group, Llc (registered 2024-08-09)
Form ADVobserved 6 days ago
Occurred
Jan 28, 2022
Advisor changed firm
Jonathan Rowe Salvato left Investec Wealth Strategies for Cerity Partners Llc (registered 2022-02-22)
Form ADVobserved 6 days ago