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Jacob Eric Salomon

Salomon AND Ludwin

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About Jacob Eric Salomon

Jacob Salomon is an experienced financial advisor with over 6 years of experience in the industry. He is a registered representative of Salomon AND Ludwin. Jacob is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. He specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Jacob has a strong commitment to serving the needs of his clients and strives to build long-term relationships. He is currently registered in 22 states including New York, Virginia, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Maryland, Massachusetts, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, West Virginia, Wisconsin and Wyoming. He has worked with several firms, including Triad Advisors and Wells Fargo Clearing Services. Jacob has a proven track record of helping clients achieve their financial goals.

Firm Information

Jacob Salomon is currently registered with Salomon AND Ludwin. Salomon AND Ludwin is an investment advisor with offices in RICHMOND, VA. They have approximately $1 billion - $10 billion in assets under management and primarily serve high-net-worth individuals and individuals other than high-net-worth. The firm offers financial planning, educational seminars, and portfolio management for individuals.
Salomon AND Ludwin

1401 GASKINS ROAD

RICHMOND, VA 23238

$1.71B

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Salomon’s Registration & Firm History

NY

03/01/2018 - Present

Salomon AND Ludwin (NEW YORK NY)

NY

01/31/2018 - 08/23/2024

TRIAD ADVISORS LLC (New York NY)

NY

09/01/2017 - 02/01/2018

WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/29/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Eric Salomon.
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