JS
CFP
JS
CFP

Jason Ryan Salmon

14 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
17 advisors
Number of Clients
20 clients
Average Client Portfolio
$17.1M average
Assets Under Management
$341.9M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $25.0M0.50%
$25.0M - $50.0M0.35%
$50M+0.35%

Fees negotiable for accounts over $50 Million

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Three Radnor Corporate Center, Suite 450, Radnor, PA, 19087-4546

Get directions

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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Employment History
Current Registrations
Haverford Financial Services, INC.
February 2025 - Present · 1 yr
Previous Registrations
Riversedge Advisors
June 2024 - February 2025 · 8 mos
Vanguard Marketing CorporationBroker
March 2022 - August 2023 · 1 yr 5 mos
Vanguard Advisers, INC.
March 2022 - August 2023 · 1 yr 5 mos
Nationwide Investment Services CorporationBroker
September 2020 - March 2022 · 1 yr 6 mos
Nationwide Investment Advisors, LLC
September 2020 - March 2022 · 1 yr 6 mos
Edward Jones
April 2020 - May 2020 · 1 mo
Edward JonesBroker
April 2020 - May 2020 · 1 mo
Charles Schwab & CO., INC.
August 2011 - January 2020 · 8 yrs 5 mos
Charles Schwab & CO., INC.Broker
October 2009 - January 2020 · 10 yrs 3 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.