Jacob E. Salomon

SALOMON AND LUDWIN

Richmond, VA 23238

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CRD#: 6105610

Professional summary

Jacob Eric Salomon, CFP®, who also goes by Jacob Salomon, is a registered financial advisor currently at SALOMON AND LUDWIN located in Richmond, Virginia and OSAIC WEALTH, INC. located in Richmond, Virginia.

Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Jacob has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob Salomon

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 Eric Salomon'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

March 1, 2018 - Present

SALOMON AND LUDWIN

Office #1: 1401 Gaskins Road, Richmond, VA 23238

RIA

CRD#: 292456

Richmond, VA

Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 313 East Broad Street Suite 129, Richmond, VA 23219

RIA

CRD#: 23131

Richmond, VA

Past

January 31, 2018 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

New York, NY

Past

October 3, 2017 - February 1, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NEW YORK, NY

Past

September 1, 2017 - February 1, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NEW YORK, NY

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".

SALOMON AND LUDWIN

SALOMON AND LUDWIN | SALOMON AND LUDWIN, LLC

CRD#: 292456 / SEC#: 801-112494

RIA

Registered Investment Advisory firm - (2/22/2018 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.

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

Arizona
(8/23/2024)

Arkansas
(8/23/2024)

California
(8/23/2024)

Colorado
(8/23/2024)

Florida
(8/23/2024)

Georgia
(8/23/2024)

Illinois
(8/23/2024)

Maryland
(8/23/2024)

Massachusetts
(8/23/2024)

New York
(8/23/2024)

North Carolina
(8/23/2024)

Oregon
(8/23/2024)

Pennsylvania
(8/23/2024)

South Carolina
(8/23/2024)

Texas
(8/23/2024)

IAR

Texas
(11/5/2024)

IAR

Virginia
(3/1/2018)

Virginia
(8/23/2024)

Washington
(8/23/2024)

West Virginia
(8/23/2024)

Wisconsin
(8/23/2024)

Wyoming
(8/23/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/29/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/1/2017

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SALOMON AND LUDWIN

SALOMON AND LUDWIN | SALOMON AND LUDWIN, LLC

CRD#: 292456 / SEC#: 801-112494

RIA

Registered Investment Advisory firm - (2/22/2018 Approved)

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Contact information

Main Address

1401 Gaskins Road, Richmond, VA 23238

Mailing Address

Phone number

(804) 592-4999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (2/15/2026)

2A BROCHURE (2/15/2026)

Regulatory assets under management

Total Number of Accounts	1,602
AUM (Assets Under Management)	$ 1,337,497,420

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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Advisor Monitoring

Firm Stability Insights

Jacob E. Salomon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Eric Salomon's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

SALOMON AND LUDWIN

State Registrations and Notice Filings

Exams

Series 66

Date: 9/29/2017

SIE

Date: 10/1/2018

Series 7

Date: 9/1/2017

FINRA

Current Firm

SALOMON AND LUDWIN

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SALOMON AND LUDWIN

TRUST BUT VERIFY

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