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Jonah Salzwedel

1 Year of Experience
Philadelphia, PA
BrokerSells Insurance

Jonah Salzwedel is a registered investment advisor, based in Philadelphia, PA, with 1 years of industry experience.

Location

1717 Arch Street, Suite 330, Philadelphia, PA, 19103

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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

Jonah works as a financial consultant for Florida Financial Advisors and is a registered representative with Trinity Wealth Securities, LLC, dedicating full-time hours to each. Jonah also engages in fixed insurance sales through Florida Financial Insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
March 2025 - Present · 1 yr 2 mos
Florida Financial Advisors, LLC
November 2024 - Present · 1 yr 6 mos
State Registrations8 states
CACOFLMINCNJPATX
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.
Jonah Salzwedel - Financial Advisor | TrueAdvisor