, Senior Wealth Advisor
One Gateway Center, 300 Washington Street, Suite 413, Newton, MA 02458
Jonathan Pond leads the Newton, Massachusetts office. He was the founder and president of Jonathan D. Pond, LLC which was acquired by Dakota Wealth in September 2023. He and his associates are delighted to be members of the Dakota team whose client-centric commitment to all generations reflects our approach to lifelong client wellbeing.
Jonathan’s work in educating the public on financial matters has been far-reaching and widely recognized. His 21 public television specials have been critically acclaimed for their effectiveness in providing helpful and understandable investment and personal financial guidance to people of all financial circumstances.
He is widely sought as an objective and entertaining observer of the investment and personal financial planning scenes and has made regular appearances on all the national network and cable television outlets. Jonathan has lectured in 48 states and numerous countries. He is the recipient of over 20 national awards for excellence in his television and radio work, and he was the first Financial Ambassador at AARP. His awards include the Malcolm Forbes Public Awareness Award for Excellence in Advancing Financial Understanding and an Emmy® award.
Jonathan has also been recognized as an outstanding author by The American Society of Association Executives, the Newsletter Writers Association, and the Library Journal. Titles include:
- Safe Money in Tough Times (Doubleday)
- Your Money Matters (Putnam)
- Grow Your Money – 101 Easy Ways to Plan, Save, and Invest (Collins) (also translated into Mandarin)
- You Can Do It! The Boomer’s Guide to a Great Retirement (Collins)
- 1001 Ways to Cut Your Expenses (Dell)
He was educated at the University of North Carolina, Emory, and Harvard.
Through decades of work in the field, Jonathan can provide clients with experienced investment guidance. He is privileged to work with individuals and families throughout the United States in helping them achieve and maintain lifelong financial security.
In his spare time, Jonathan enjoys travelling with his family and has visited over 70 countries.