Jacob A. Salzmann

COSTELLO ASSET MANAGEMENT

Feasterville, PA 19053

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CRD#: 2868256

Professional summary

Jacob Abram Salzmann, who also goes by Jacob Salzman, Jake Salzmann, is a registered financial advisor currently at COSTELLO ASSET MANAGEMENT, INC. located in Feasterville, Pennsylvania.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jacob has worked at 2 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob Salzman | Jake Salzmann

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) - RIA

Click below to view Jacob Abram Salzmann'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

January 27, 2025 - Present

COSTELLO ASSET MANAGEMENT, INC.

Office #1: 1234 Bridgetown Pike Suite 210, Feasterville, PA 19053

RIA

CRD#: 123249

Feasterville, PA

Past

May 20, 2019 - January 24, 2025

THE WIRE FUN

RIA

CRD#: 119365

BLUE BELL, PA

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".

COSTELLO ASSET MANAGEMENT, INC.

CRD#: 123249 / SEC#: 801-106905

RIA

Registered Investment Advisory firm - (11/16/2015 Approved)

New Jersey

Registered Investment Advisory firm - (11/17/2015 Terminated)

Pennsylvania

Registered Investment Advisory firm - (11/17/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(1/27/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 3/11/1997

General Securities Representative Examination

Current Firm

COSTELLO ASSET MANAGEMENT, INC.

CRD#: 123249 / SEC#: 801-106905

RIA

Registered Investment Advisory firm - (11/16/2015 Approved)

New Jersey

Registered Investment Advisory firm - (11/17/2015 Terminated)

Pennsylvania

Registered Investment Advisory firm - (11/17/2015 Terminated)

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Contact information

Main Address

1234 Bridgetown Pike Suite 210, Feasterville, PA 19053

Mailing Address

Phone number

(215) 856-9290

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COSTELLO ASSET MANAGEMENT, INC. BROCHURE (10/23/2025)

Regulatory assets under management

Total Number of Accounts	965
AUM (Assets Under Management)	$ 347,873,475

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.

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Jacob A. Salzmann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Abram Salzmann's CRS (Customer Relationship Summary).

Certified licenses

Experience

COSTELLO ASSET MANAGEMENT, INC.

THE WIRE FUN

Primary Firm SEC Registration

COSTELLO ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 7

Date: 3/11/1997

Current Firm

COSTELLO ASSET MANAGEMENT, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COSTELLO ASSET MANAGEMENT, INC.

TRUST BUT VERIFY

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