Jacob Salomon
Jacob Salomon is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Richmond, VA, with 8 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1401 Gaskins Road, Richmond, VA, 23238
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacob is a broker dealer rep and financial advisor at Salomon Wealth Advisors, LLC, and a partner and CCO at Salomon & Ludwin, LLC, dedicating full-time hours to these roles. He also works with Highland Capital Brokerage to write new insurance products and is co-trustee of his mother's life insurance trust.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Salomon and Ludwin
Previous Registrations
Triad Advisors LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations20 states
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