Jason
Salter
First Republic Investment Management, Inc
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About this Advisor
Jason Salter is a chartered financial analyst based in Boston, Massachusetts with a total of 2 years of relevant experience. Salter is an advisor for First Republic Investment Management, Inc. Salter has gained experience at Merrill Lynch, Pierce, Fenner And Smith, Inc, First Republic Investment Management, Inc, Atlantic Trust Private Wealth Management and Wellington Management Company. Salter maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to advise clients in Massachusetts. First Republic Investment Management, Inc is an advisory firm operating out of San Francisco, CA. The company has offices in 37 locations and a total of 1,165 people on staff. It has $140 billion in total assets across its 84,774 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 393 charities and foundations. Of its 84,774 customer accounts, 43% are associated with high-net-worth investors who have at least $1 million in assets. The company has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually depend on which services the firm provides the client. Fee types billed by First Republic Investment Management, Inc most likely are comprised of some blend of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Republic Investment Management, Inc Brokerage Details
$139,511,326,231
1,165
84,774
$1,645,685
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jason Salter Work History
Jason has been registered as a financial advisor for 2 years.*
First Republic Investment Management, Inc
Wellington Management Company
Atlantic Trust Private Wealth Management
Merrill Lynch, Pierce, Fenner And Smith, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Salter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at First Republic Investment Management, Inc
Boston, MA
San Francisco, CA
Palo Alto, CA
San Francisco, CA
Boston, MA
San Francisco, CA
New York, NY
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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