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CFP
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CFP

Jay Salamone

Strategic Advisers LLC
25 Years of Experience
Winter Park, FL
1 DisclosureBroker
View SEC Summary
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Jay Salamone is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Winter Park, FL, with 25 years of industry experience. Jay is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

900 North Orlando Ave, Winter Park, FL, 32789-2924

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2020
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jay is a location pastor at Action Church, a non-denominational church, since 2015. This activity requires minimal time and is unpaid.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
August 2020 - Present · 6 yrs 2 mos
Fidelity Brokerage Services LLCBroker
August 2020 - Present · 6 yrs 2 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
September 2020 - March 2025 · 4 yrs 6 mos
International Assets Investment Management, LLC
April 2020 - July 2020 · 3 mos
International Assets Advisory, LLCBroker
October 2019 - July 2020 · 9 mos
G. A. Repple & Company
July 2017 - October 2019 · 2 yrs 3 mos
G. A. Repple & CompanyBroker
July 2017 - October 2019 · 2 yrs 3 mos
Transamerica Financial Advisors, INC.
August 2015 - July 2017 · 1 yr 11 mos
Transamerica Financial Advisors, INCBroker
June 2015 - July 2017 · 2 yrs 1 mo
Strategic Advisers, INC.
January 2007 - January 2014 · 7 yrs
Fidelity Brokerage Services LLCBroker
September 2001 - January 2014 · 12 yrs 4 mos
UBS Painewebber INC.Broker
July 1999 - September 2001 · 2 yrs 2 mos
State Registrations17 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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