Unclaimed
Jason Salmon is a financial advisor who has been in the industry since 2009. Jason is currently registered with Riversedge Advisors, and is also a Registered Representative. Jason has worked with a number of financial institutions, including Charles Schwab, Vanguard, and Edward Jones, gaining experience in providing financial planning and investment management services. Jason has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Jason is dedicated to providing comprehensive financial advice to help clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
DE
06/04/2024 - Present
Riversedge Advisors (WILMINGTON DE)
PA
03/17/2022 - 08/23/2023
VANGUARD MARKETING CORPORATION (MALVERN PA)
OH
09/17/2020 - 03/16/2022
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
PA
04/03/2020 - 05/14/2020
EDWARD JONES (PHILADELPHIA PA)
CA
10/21/2009 - 01/13/2020
CHARLES SCHWAB & CO., INC. (San Francisco CA)
BOTH
Issued 08/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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