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Adan Jose Salazar

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
268 advisors
Number of Clients
14,305 clients
Average Client Portfolio
$387K average
Assets Under Management
$5.5B

Fee Structure

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Location

6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adan spends the majority of his time as a financial advisor at AJS Wealth Management Group. He is also a partner in several insurance-related businesses and a collectibles business, dedicating a portion of his time to each.

Employment History
Current Registrations
Kovack Advisors, INC.
November 2014 - Present · 11 yrs 3 mos
Kovack Securities INC.Broker
November 2014 - Present · 11 yrs 3 mos
Previous Registrations
LPL Financial LLC
May 2011 - November 2014 · 3 yrs 6 mos
LPL Financial LLCBroker
May 2011 - November 2014 · 3 yrs 6 mos
Edward Jones
August 2006 - May 2011 · 4 yrs 9 mos
Edward JonesBroker
April 2006 - May 2011 · 5 yrs 1 mo
Wells Fargo Investments, LLC
January 2006 - April 2006 · 3 mos
Wells Fargo Investments, LLCBroker
May 2005 - April 2006 · 11 mos
State Registrations2 states
LATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adan Jose Salazar - Financial Advisor | TrueAdvisor