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Jay Steven Salamone

Jay S. Salamone

STRATEGIC ADVISERS LLC | Financial Consultant
WINTER SPRINGS, FL
Some features on this profile are disabled
CRD#: 3240435
Jay Steven Salamone

Professional summary

Jay Steven Salamone, CFP®, who also goes by Jay Salamone, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Winter Springs, Florida and FIDELITY BROKERAGE SERVICES LLC located in Winter Park, Florida.

Jay is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jay has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Biography

I am a US Navy Veteran, and a Certified Financial Planner, who has been in the Financial Services Industry for over 22 years. I understand the importance of trust in working with our high net worth clients. Being a husband and father of 4 boys, I am committed to not only your goals and objectives, but also those of your loved ones.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jay Salamone

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) ACTION CHURCH 3523 STATE ROAD 419, WINTER SPRINGS, FL 32708 - NON-DENOMINATIONAL CHURCH - LOCATION PASTOR SINCE 8/2015 - APPROX 10 HRS/MO - no pay

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Steven Salamone'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®
CFP®

Certified Financial Planner

Education

Barry University

Bachelor of Health Science - Occupational Therapy

1998

Trident Technical College

Associate of Health Science - Occupational Therapy

1994

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 900 North Orlando Ave, Winter Park, FL 32789-2924
RIA
CRD#: 104555
WINTER SPRINGS, FL
Current

August 10, 2020 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 900 North Orlando Ave, Winter Park, FL 32789-2924
BD
CRD#: 7784
WINTER PARK, FL
Past

September 4, 2020 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
ALTAMONTE SPRINGS, FL
Past

April 20, 2020 - July 6, 2020

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 144426
WINTER SPRINGS, FL
Past

October 10, 2019 - July 6, 2020

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
WINTER SPRINGS, FL
Past

July 7, 2017 - October 8, 2019

G. A. REPPLE & COMPANY

RIA
CRD#: 17486
Winter Springs, FL
Past

July 6, 2017 - October 8, 2019

G. A. REPPLE & COMPANY

BD
CRD#: 17486
CASSELBERRY, FL
Past

August 20, 2015 - July 7, 2017

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
PLANT CITY, FL
Past

June 11, 2015 - July 7, 2017

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PLANT CITY, FL
Past

January 4, 2007 - January 30, 2014

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
ALTAMONTE SPRINGS, FL
Past

September 10, 2001 - January 29, 2014

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
ALTAMONTE SPRINGS, FL
Past

July 28, 1999 - September 4, 2001

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 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
Arizona
(7/22/2024)
RR
Colorado
(10/23/2024)
RR
Connecticut
(6/12/2024)
RR
Florida
(8/11/2020)
IAR
Florida
(3/31/2025)
RR
Georgia
(9/21/2020)
RR
Illinois
(5/15/2024)
RR
Indiana
(4/17/2024)
RR
Maryland
(9/24/2025)
RR
Massachusetts
(5/22/2023)
RR
Michigan
(9/22/2020)
RR
Missouri
(3/27/2024)
RR
New Hampshire
(9/3/2024)
RR
New York
(7/21/2024)
RR
North Carolina
(3/1/2024)
RR
Ohio
(9/30/2024)
RR
South Carolina
(8/18/2020)
RR
Texas
(8/12/2020)
IAR
Texas
(3/31/2025)
RR
Utah
(4/29/2024)
RR
Virginia
(3/18/2024)
RR
Wisconsin
(5/7/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/28/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/12/1999
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: 7/26/1999
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 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

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
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

STRATEGIC ADVISERS LLC

Financial ConsultantCRD#: 104555Winter Springs, FL

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Contact information

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