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Jonathon Salo

1 Year of Experience
Chelmsford, MA
Broker

Jonathon Salo is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chelmsford, MA, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

17 North Road, Chelmsford, MA, 01824

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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 Activities

Jonathon is involved with Metro Financial Strategies as a DBA/Support Company Advisor since February 2023. This activity requires minimal time commitment.

Employment History
Current Registrations
Raymond James Financial Services, INC.
January 2025 - Present · 1 yr 4 mos
Raymond James Financial Services, INC.Broker
January 2025 - Present · 1 yr 4 mos
State Registrations2 states
MANH
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.
Jonathon Salo - Financial Advisor | TrueAdvisor