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Jeffrey Judd Saline

CRD# 3239773·Registered 1999 - 2018
Previously Registered: Being a previously registered professional could mean that Jeffrey 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.

Professional Summary

Jeffrey Judd Saline was a registered financial advisor. Jeffrey was a previously registered financial professional and started their career in finance 1999 - 2018. Jeffrey had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

27 years in the financial services industry

Current & Past Employments

SALINE WEALTH MANAGEMENT GROUP·CRD# 169499
RIA
Cherry Hill, NJ
December 5, 2013 - July 30, 2018
NEXT FINANCIAL GROUP, INC.·CRD# 46214
RIA
Cherry Hill, NJ
January 31, 2005 - August 7, 2023
NEXT FINANCIAL GROUP, INC.·CRD# 46214
BD
Cherry Hill, NJ
January 31, 2005 - August 7, 2023
SECURITIES AMERICA ADVISORS, INC.·CRD# 110518
RIA
Mt. Laurel, NJ
October 22, 2004 - February 7, 2005
GOTLEIB SALINE RETIREMENT PLANNING, LLC·CRD# 116996
RIA
Cherry Hill, NJ
July 3, 2002 - October 22, 2004
SECURITIES AMERICA, INC.·CRD# 10205
BD
Lavista, NE
March 13, 2000 - February 4, 2005
OSAIC FS, INC.·CRD# 3870
BD
Fort Wayne, IN
November 15, 1999 - March 14, 2000

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Current Firm

SW
SALINE WEALTH MANAGEMENT GROUP

SALINE & ASSOCIATES, LLC | SALINE WEALTH MANAGEMENT GROUP

CRD#: 169499

Contact Information

Main Address

817 Berlin Road, Cherry Hill, NJ 08034

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) SALINE FINANCIAL SOLUTIONS POSITION: Owner NATURE: Doing Business As ('DBA') INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 150 START DATE: 01/01/2005 ADDRESS: 817 Berlin Road, Cherry Hill NJ 08034 DESCRIPTION: DBA for my practice 2) SALINE WEALTH MANAGEMENT GROUP POSITION: Owner NATURE: Doing Business As ('DBA') INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 12/01/2013 ADDRESS: 817 Berlin Road, Cherry Hill NJ 08034 DESCRIPTION: Owner. This is my practice. 3) SALINE WEALTH MANAGEMENT GROUP POSITION: Owner NATURE: Insurance: Fixed Annuities, Life/Health, LTC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 01/01/1984 ADDRESS: 817 Berlin Road, Cherry Hill NJ 08034 DESCRIPTION: Owner, insurance sales 4) SALINE STAHL WEALTH MANAGEMENT GROUP POSITION: Employee NATURE: DBA - Saline Stahl Wealth Management Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 135 START DATE: 10/01/2020 ADDRESS: 817 Berlin Road, Cherry Hill NJ 08034, United States DESCRIPTION: Advisory/Investment Services

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1999About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 1999About the Series 7 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Apr 2007About the Series 51 exam

Series 24 — General Securities Principal Examination

Passed Nov 2004About the Series 24 exam

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CRS (Client Relationship Summary)

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

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