Procyon
47yrs
Top advisor by experience in Shelton
42yrs
Jay Marc Diamond
Financial advisor at Commonwealth Financial Network
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience in Shelton
Office3 Enterprise Drive Suite 401, Shelton, CT 06484
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
States licensed ?2 states
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2001 – nowCommonwealth Financial NetworkCurrent firm
- 1992 – nowInvestmark Advisory Group LLCCurrent
Questions to ask Jay
Tailored to Jay’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jay
How do I contact Jay?
Call Commonwealth Financial Network at 781-736-0700 and ask for Jay Marc Diamond. Jay works from the Shelton, CT office.
How long has Jay been a financial advisor?
Jay has been in the industry since 1984, about 42 years. Top 2% by experience in Shelton.
What licenses does Jay hold?
Series 63. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jay paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Jay for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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