Jacob
Salomon
Salomon And Ludwin
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About this Advisor
Jacob Salomon is a financial advisor based in New York, New York, working with Salomon And Ludwin. Jacob has previously held positions at Wells Fargo Clearing Services, LLC, University Of Virginia, Nasdaq, Triad Advisors, and Salomon And Ludwin. Jacob has passed the Series 66 regulatory exam and is registered to provide services in New York and Virginia. Currently, Jacob is part of Salomon And Ludwin, which operates out of New York, New York. The firm has 1 office and 12 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Salomon And Ludwin includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Salomon And Ludwin Brokerage Details
$1,709,639,369
12
2,214
$772,195
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Jacob Salomon Work History
Triad Advisors
Salomon And Ludwin
Wells Fargo Clearing Services, LLC
Nasdaq
University Of Virginia
Disclosures
Please visit the SEC profile of Jacob Salomon 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 Salomon And Ludwin
New York, NY
Henrico, VA
Henrico, VA
Henrico, VA
Henrico, VA
Henrico, VA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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