Don Salter
Don Salter is a registered investment advisor at J. W. Cole Advisors, INC., based in Shreveport, LA, with 33 years of industry experience. Don operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 29,614 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J.W. Cole Advisors' investment management fees are based on a tiered schedule, meaning the percentage you pay decreases as your portfolio grows. The exact fee can be negotiated and may be a flat rate instead of tiered. The maximum fee is generally 3.00% and the minimum is 0.25%. There is also a program fee charged, which covers services provided by JWCA and the custodian of your account. You'll pay these fees quarterly, regardless of how many trades are made. Some advisors may or may not pay transaction costs.
Location
7330 Fern Avenue, Suite 401, Shreveport, LA, 71105
Get directionsHistory
Regulatory History (3)
Judgment / Lien
August 2025Employment Separation After Allegations
June 2018Customer Dispute
May 2013Other Business ActivitiesSells Insurance
Don is involved in several outside business activities, including real estate rental through Salter Investments LLC, serving as Finance Chairman for Open Door Bible Church, and acting as an independent administrator for an estate. He also provides total care for his adult disabled child, which takes up more than full-time hours.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.