Unclaimed
Jon Warren Salveson is a financial professional with over 25 years of experience in the financial services industry. Jon has a strong background in investment banking and securities trading, having previously worked at Jefferies & Company, Inc. Jon currently works at Piper Sandler & Co., where he has been since 2003. Jon is registered in Minnesota and Colorado and holds Series 7, Series 24, Series 63, Series 79TO, and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
03/24/1998 - Present
Piper Sandler & Co. (MINNEAPOLIS MN)
NY
08/11/2003 - 08/14/2003
JEFFERIES & COMPANY, INC. (NEW YORK NY)
BC
Issued 08/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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