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JS

Joseph P. Salomone

NEST EGG
Delafield, WI
Some features on this profile are disabled
CRD#: 2832501
JS

Professional summary

Joseph Paul Salomone is a registered financial advisor currently at NEST EGG located in Delafield, Wisconsin and NEST INVESTMENTS BD LLC located in Conshohocken, Pennsylvania.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Joseph has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
1. 05/01/2024- Salomone Associates LLC- Not Investment Related - Bank and credit union program and advisor consulting- 20 hours per week during security trading hours and 40-60 Hours Per Month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Paul Salomone's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

July 30, 2024 - Present

NEST EGG

RIA
CRD#: 286024
Delafield, WI
Current

July 23, 2024 - Present

NEST INVESTMENTS BD LLC

Office #1: 20 Ash Street Suite 300, Conshohocken, PA 19148
BD
CRD#: 294417
Conshohocken, PA
Past

January 25, 2018 - May 16, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
MADISON, WI
Past

January 25, 2018 - May 16, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
MADISON, WI
Past

December 9, 2010 - January 4, 2018

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
FORT WAYNE, IN
Past

December 9, 2010 - January 4, 2018

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
FORT WAYNE, IN
Past

July 17, 2001 - December 10, 2010

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
MADISON, WI
Past

July 17, 2001 - December 10, 2010

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA
Past

February 28, 1997 - July 13, 2001

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NE
NEST EGG
NEST EGG | NEST INVESTMENTS LLC | NEST EGG AT WASHINGTON STATE BANK | NEST EGG AT REPUBLIC BANK | NEST EGG AT PREVAIL BANK | NEST EGG AT PHOENIXVILLE FEDERAL BANK | NEST EGG AT OCEANFIRST BANK | NEST EGG AT KEYSAVINGS BANK | NEST EGG AT JWCOLE | NEST EGG AT GERMAN AMERICAN STATE BANK | NEST EGG AT FORTIFI BANK | NEST EGG AT FLANAGAN STATE BANK | NEST EGG AT FIRST STATE BANK | NEST EGG AT FIRST BANK HAMPTON | NEST EGG AT ATLANTIC FEDERAL CREDIT UNION

CRD#: 286024 / SEC#: 801-108790

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(7/23/2024)
IAR
Illinois
(8/1/2024)
RR
Iowa
(7/23/2024)
RR
Pennsylvania
(7/23/2024)
RR
Wisconsin
(7/23/2024)
IAR
Wisconsin
(7/30/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/14/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/19/1997
Uniform Securities Agent 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: 2/27/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/16/1997
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

NE
NEST EGG
NEST EGG | NEST INVESTMENTS LLC | NEST EGG AT WASHINGTON STATE BANK | NEST EGG AT REPUBLIC BANK | NEST EGG AT PREVAIL BANK | NEST EGG AT PHOENIXVILLE FEDERAL BANK | NEST EGG AT OCEANFIRST BANK | NEST EGG AT KEYSAVINGS BANK | NEST EGG AT JWCOLE | NEST EGG AT GERMAN AMERICAN STATE BANK | NEST EGG AT FORTIFI BANK | NEST EGG AT FLANAGAN STATE BANK | NEST EGG AT FIRST STATE BANK | NEST EGG AT FIRST BANK HAMPTON | NEST EGG AT ATLANTIC FEDERAL CREDIT UNION

CRD#: 286024 / SEC#: 801-108790

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)
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Contact information

Main Address
20 Ash Street Suite 300, Conshohocken, PA 19428
Mailing Address
P.o. Box 266, Conshohocken, PA 19428
Phone number
(888) 345-2163
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NEST EGG ADV PART 2 2025 (3/25/2025)

Regulatory assets under management

Total Number of Accounts2,562
AUM (Assets Under Management)$ 101,568,840

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

NEST EGG

CRD#: 286024Delafield, WI

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