Jason R. Salmon

HAVERFORD FINANCIAL SERVICES

Radnor, PA 19087-4546

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CRD#: 5575104

Professional summary

Jason Ryan Salmon, CFP®, who also goes by Jason Salmon, is a registered financial advisor currently at HAVERFORD FINANCIAL SERVICES, INC. located in Radnor, Pennsylvania.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jason has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Salmon

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 Jason Ryan Salmon'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

Experience

Current

February 27, 2025 - Present

HAVERFORD FINANCIAL SERVICES, INC.

Office #1: Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4546

RIA

CRD#: 130007

Radnor, PA

Past

June 4, 2024 - February 28, 2025

RIVERSEDGE ADVISORS

RIA

CRD#: 298390

WILMINGTON, DE

Past

March 17, 2022 - August 23, 2023

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

MALVERN, PA

Past

March 17, 2022 - August 23, 2023

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

September 17, 2020 - March 16, 2022

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA

CRD#: 142373

COLUMBUS, OH

Past

September 17, 2020 - March 16, 2022

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

April 3, 2020 - May 14, 2020

EDWARD JONES

RIA

CRD#: 250

PHILADELPHIA, PA

Past

April 3, 2020 - May 14, 2020

EDWARD JONES

CRD#: 250

PHILADELPHIA, PA

Past

August 31, 2011 - January 13, 2020

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

San Francisco, CA

Past

October 21, 2009 - January 13, 2020

CHARLES SCHWAB & CO., INC.

CRD#: 5393

San Francisco, CA

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".

HAVERFORD FINANCIAL SERVICES, INC.

CRD#: 130007 / SEC#: 801-62759

RIA

Registered Investment Advisory firm - (2/12/2004 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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(2/27/2025)

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

State Security Law Exam

IAR

Series 66

Date: 8/30/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/23/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/20/2009

General Securities Representative Examination

Current Firm

HAVERFORD FINANCIAL SERVICES, INC.

CRD#: 130007 / SEC#: 801-62759

RIA

Registered Investment Advisory firm - (2/12/2004 Approved)

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Contact information

Main Address

Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4546

Mailing Address

Phone number

(610) 995-8700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HFS FORM ADV PART 2A - 2025-03 (3/17/2025)

Regulatory assets under management

Total Number of Accounts	27
AUM (Assets Under Management)	$ 341,907,816

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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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason R. Salmon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Ryan Salmon's CRS (Customer Relationship Summary).

Certified licenses

Experience

RIVERSEDGE ADVISORS

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

NATIONWIDE INVESTMENT ADVISORS, LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

EDWARD JONES

EDWARD JONES

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

HAVERFORD FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/30/2011

Series 63

Date: 10/23/2009

SIE

Date: 10/1/2018

Series 7

Date: 10/20/2009

Current Firm

HAVERFORD FINANCIAL SERVICES, INC.

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HAVERFORD FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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