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Roderick Salter

Edward Jones
23 Years of Experience
Chambersburg, PA
1 DisclosureBroker
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Roderick Salter is a registered investment advisor at Edward Jones, based in Chambersburg, PA, with 23 years of industry experience. Roderick 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 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

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

Location

414 Phoenix Drive, Chambersburg, PA, 17201-4537

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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.
Employment Separation After Allegations
February 2014
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Roderick is a board member for Christian Residential Opportunities and Social Services, a group home for adults with special needs, since 2008. He helps with oversight, reviewing activities, and making decisions regarding operations and facilities, dedicating minimal time to this role.

Employment History
Current Registrations
Edward Jones
February 2014 - Present · 12 yrs 8 mos
Edward Jones
February 2014 - Present · 12 yrs 8 mos
Edward JonesBroker
February 2014 - Present · 12 yrs 8 mos
Previous Registrations
Cetera Investment Advisers LLC
January 2014 - February 2014 · 1 mo
Cetera Investment Services LLCBroker
September 2013 - February 2014 · 5 mos
Cetera Investment Services LLC
September 2013 - January 2014 · 4 mos
Invest Financial Corporation
March 2008 - September 2013 · 5 yrs 6 mos
Invest Financial CorporationBroker
March 2008 - September 2013 · 5 yrs 6 mos
1717 Capital Management Company
November 2007 - March 2008 · 4 mos
1717 Capital Management CompanyBroker
May 2007 - March 2008 · 10 mos
Nationwide Securities, INC.Broker
May 2003 - July 2007 · 4 yrs 2 mos
State Registrations20 states
CACODCDEFLGAKYMDMNMONCNHNJNYOHPASCTXVAWV
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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