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JS

Joffre Salazar

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CRD#: 2185914
JS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joffre Salazar, who also goes by Jeff Salazar, was a registered financial professional .

Joffre is a previously registered financial professional and started their career in finance in 1991. Joffre had worked at 14 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeff Salazar

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

April 9, 2019 - October 1, 2019

AMERICAN PORTFOLIOS ADVISORS, INC

RIA
CRD#: 112697
HOLBROOK, NY
Past

April 8, 2019 - October 1, 2019

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
STATEN ISLAND, NY
Past

April 7, 2016 - April 16, 2019

LPL FINANCIAL LLC

RIA
CRD#: 6413
STATEN ISLAND, NY
Past

April 7, 2016 - April 16, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
STATEN ISLAND, NY
Past

October 13, 2015 - April 8, 2016

SANTANDER SECURITIES LLC

RIA
CRD#: 41791
WEST ORANGE, NJ
Past

October 7, 2015 - April 8, 2016

SANTANDER SECURITIES LLC

BD
CRD#: 41791
WEST ORANGE, NJ
Past

August 19, 2013 - September 30, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
WEST ORANGE, NJ
Past

August 19, 2013 - September 30, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
WEST ORANGE, NJ
Past

June 13, 2013 - August 9, 2013

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
MORRISTOWN, NJ
Past

June 13, 2013 - August 9, 2013

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
MORRISTOWN, NJ
Past

April 13, 2011 - June 10, 2013

LPL FINANCIAL LLC

RIA
CRD#: 6413
BAYSHORE, NY
Past

April 13, 2011 - June 10, 2013

LPL FINANCIAL LLC

BD
CRD#: 6413
BAYSHORE, NY
Past

August 6, 2010 - April 1, 2011

CAPITAL ONE FINANCIAL ADVISORS LLC

RIA
CRD#: 127236
MELVILLE, NY
Past

August 5, 2010 - April 1, 2011

CAPITAL ONE INVESTMENT SERVICES LLC

BD
CRD#: 25658
MELVILLE, NY
Past

April 8, 2010 - August 13, 2010

LPL FINANCIAL LLC

RIA
CRD#: 6413
ARDSLEY, NY
Past

April 8, 2010 - August 13, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
ARDSLEY, NY
Past

December 9, 2008 - March 12, 2010

ESSEX NATIONAL SECURITIES, LLC

RIA
CRD#: 25454
BUTLER, NJ
Past

December 9, 2008 - March 12, 2010

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
BUTLER, NJ
Past

June 3, 2008 - December 9, 2008

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
WEST ORANGE, NJ
Past

June 3, 2008 - December 9, 2008

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
WEST ORANGE, NJ
Past

April 17, 2008 - June 3, 2008

LPL FINANCIAL LLC

RIA
CRD#: 6413
NEW YORK, NY
Past

March 4, 2008 - June 3, 2008

LPL FINANCIAL LLC

BD
CRD#: 6413
NEW YORK, NY
Past

April 3, 2007 - March 4, 2008

IFMG SECURITIES, INC.

BD
CRD#: 14416
NEW YORK, NY
Past

December 13, 2006 - March 12, 2007

HSBC SECURITIES (USA) INC.

RIA
CRD#: 19585
HILLSIDE, NJ
Past

December 13, 2006 - March 12, 2007

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
HILLSIDE, NJ
Past

February 20, 2004 - December 6, 2006

IFMG SECURITIES, INC.

RIA
CRD#: 14416
NEW ROCHELLE, NY
Past

September 10, 2003 - December 6, 2006

IFMG SECURITIES, INC.

BD
CRD#: 14416
NEW ROCHELLE, NY
Past

February 5, 2003 - August 11, 2003

FISERV INVESTOR SERVICES, INC.

BD
CRD#: 34637
HOUSTON, TX
Past

October 8, 2002 - February 5, 2003

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

July 3, 2002 - August 8, 2002

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

November 1, 1991 - January 3, 1992

OXFORD CAPITAL SECURITIES, INC.

BD
CRD#: 19568

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/17/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/2/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/30/1991
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AP
AMERICAN PORTFOLIOS ADVISORS, INC
21ST CENTURY FINANCIAL SERVICES | ROSSITER FINANCIAL GROUP | ROONEY TAX & FINANCIAL SERVICES | ROHN HEIN ASSOCIATES | RJG TAX & CAPITAL SOLUTIONS, INC. | RIGHT FINANCIAL ADVISOR | RETIREMENT RESOURCE NETWORK | REISNER HUDEPOHL FINANCIAL SERVICES, INC. | PROFESSIONAL PLANNING SERVICES | PREFERRED FINANCIAL GROUP | PPS ADVISORS INC. | PINNACLE WEALTH MANAGEMENT | PINNACLE TAX ADVISORS | PERRY FINANCIAL GROUP | PENN PLAZA ASSOCIATES | PEARSON FINANCIAL ADVISORS | PEAK WEALTH SOLUTIONS | PATHWAY FINANCIAL GROUP OF CENTRAL FLORIDA | PASSPORT WEALTH | PARTNERS ALLIANCE | PALMER INSURANCE & FINANCIAL SERVICES, INC. | OSTAPOW FINANCIAL SERVICES | NORTHRIVER FINANCIAL GROUP, LLC | NORTHERN ADVISORY GROUP | NORTHEAST RISK MANAGEMENT GROUP, INC. | NORTH SHORE WEALTH MANAGEMENT ADVISORS | NORTH POINT ADVISORS INC. | NASSAU WEALTH MANAGEMENT | MURPHY FINANCIAL GROUP | MS BALLIN FINANCIAL STRATEGIES | MORROW FINANCIAL SERVICES | MKB ASSOCIATES, INC. | MILLER, CHRISTIAN & ZWIEBEL ASSET MGMT CORP | MFI RETIREMENT PLANNING ASSOCIATES | MCM INVESTOR SERVICES | MAP ESTATE PLANNING | MANZI, PINO ADVISORY SERVICES, LLC | MALCOLM WEBB WEALTH MANAGEMENT | MAGII, INC. | MADISON WEALTH MANAGERS | LYTLE & COMPANY | LOFTUS FINANCIAL, LLC | LIVE OAK WEALTH MANAGEMENT | LIBRA FINANCIAL GROUP | LEA FINANCIAL GROUP | LAPORTE WEALTH MANAGEMENT GROUP | KT WEALTH GROUP | KLYMAN FINANCIAL | K&R TAX AND FINANCIAL SERVICES, INC. | JOSEPH MCPHERSON, CFP | JMR FINANCIAL SERVICES | JMAC ADVISORS, INC. | JEM WEALTH MANAGEMENT | JCD ASSOCIATES INC. | J FERGUSON FINANCIAL, INC. | IVALUE FINANCIAL PLANNING, LLC | ITP PARTNERS, LLC | INVESTORS CHOICE FINANCIAL SERVICES INC. | INVERNESS FINANCIAL GROUP, INC. | INSIGHT CAPITAL MANAGEMENT | INFINITY TAX & FINANCIAL PLANNING | INDIANO & CO CPAS INC. | HUNTLEY FINANCIAL SERVICES, INC | HOPPER MCMILLIN | HIGHLAND WEALTH MANAGEMENT, LLC | HARRY KATZ & ASSOCIATES | HADDON PLANNING GROUP | GUIDANCE LIFE & FINANCIAL | GROSS FINANCIAL SERVICE | GOLDNER FINANCIAL GROUP | GOLDEN GATE FINANCIAL PARTNERS | GO FINANCIAL SERVICES | GENEVA WEALTH MANAGEMENT | GATTUSO FINANCIAL SERVICES | GARRY PRIVATE WEALTH RESOURCES, LLC | GALLANT INSURANCE INVESTMENTS | G.S. WEALTH MANAGEMENT, CORP. | FRANKLIN HAROLD FINANCIAL, LLC | FORTRESS FINANCIAL SERVICES, INC. | FORGE FINANCIAL ADVISORS | FOCUS FINANCIAL GROUP | FISCH FINANCIAL | FINGER LAKES INVESTMENTS CORP. | FINEST FINANCIAL GROUP | FINESCO ASSOCIATES | FINANCIAL SOLUTIONS | FINANCIAL PLANNING ADVISORY SERVICES, INC. | FINANCIAL DESIGN GROUP INC. | ESPARZA GROUP | ELITE WEALTH STRATEGIES | EAST END PLANNING, INC. | DIDDEL & DIDDEL | DEMPSEY WEISS & ASSOCIATES | DELORENZO FINANCIAL GROUP, LLC | DANIELS FINANCIAL SERVICES | DANIEL N SAXE INCOME TAX INC | CYSNER FINANCIAL SERVICES, INC. | CREATIVE CAPITAL GROUP | COX WEALTH MANAGEMENT, LLC | COLLINS WEALTH MANAGEMENT | COBRITY FINANCIAL | COACTIVE WEALTH STRATEGISTS, LLC | CLEARVIEW FINANCIAL SERVICES | CLAYTON FINANCIAL INC. | CLARK & COMPANY | CLARITY WEALTH MANAGEMENT LLC | CHARLETON FINANCIAL | CHAMPLAIN WEALTH MANAGEMENT | CF PROFESSIONAL, INC | CERTIFIED CONSULTING SERVICES | CAVE WEALTH MANAGEMENT | CARROLL FINANCIAL SERVICES, INC. | CARLOZZI FINANCIAL SERVICES | CARING FINANCIAL SERVICES LLC | CAPITAL WEALTH & TAX MANAGEMENT, LLC | CAPITAL BUSINESS STRATEGIES | CAPE COD WEALTH STRATEGIES & INSURANCE SERVICES, LLC. | BRAVERA PLANNING & INVESTING | BOCKLET WEALTH MANAGEMENT | BLANK FINANCIAL GROUP | BHT WEALTH MANAGEMENT, LLC. | BEVERLY CURMANSKIE FINANCIAL LLC | BELMONT TAX AND FINANCIAL SERVICES | BEDNAR FINANCIAL GROUP, LLC | BARONS FINANCIAL STRATEGIES, INC. | BARBARA TREADWELL, LLC | BAKER FINANCIAL GROUP | BAILEY FINANCIAL PLANNING, LLC | ATT FINANCIAL GROUP | ASSET & WEALTH MANAGEMENT GROUP LLC | ASPIRE FINANCIAL GROUP, LLC | ANGELO PLANNING GROUP, LLC | AMERICAN PREMIER FINANCIAL GROUP | AMERICAN PORTFOLIOS ADVISORS. INC | AMERICAN PORTFOLIOS ADVISORS, INC | ADVANTAGE WEALTH MANAGEMENT | ADVANTAGE RETIREMENT SOLUTIONS | ABS WEALTH MANAGEMENT | ABEL WEALTH MANAGEMENT, LLC | A. GEOFFREY WADE FINANCIAL SERVICES LLC | A. DEGREGORIO JR. LLC | 76 WEALTH ADVISORY...

CRD#: 112697 / SEC#: 801-61065

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Contact information

Main Address
4250 Veteran's Memorial Highway 4th. Floor, Suite 420e, Holbrook, NY 11741
Mailing Address
Phone number
631-439-4600 X156
Established
Firm type
Fiscal year end
# of Employees
700

Documents

Latest Form ADV

Part 2 Brochures

APA BROCHURE (3/27/2024)

Regulatory assets under management

Total Number of Accounts54,553
AUM (Assets Under Management)$ 13,083,636,201

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/25/2024
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AMERICAN PORTFOLIOS ADVISORS, INC

CRD#: 112697

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