Unclaimed Profile

Jeffrey Judd Saline

NEXT FINANCIAL GROUP, INC.·HOUSTON, Texas

SIE, Series 7, Series 24, Series 51, Series 63, Series 6524 years registeredNEXT FINANCIAL GROUP, INC.

2500 WILCREST, HOUSTON, TX 77042CRD# 3239773Firm CRD# 46214

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Judd Saline · HOUSTON, TX

Registration

CRD #3239773 · NEXT FINANCIAL GROUP, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NEXT FINANCIAL GROUP, INC.

SALINE WEALTH MANAGEMENT GROUP

Dec 2013 – Jul 2018

CHERRY HILL, NJ

NEXT FINANCIAL GROUP, INC.

Jan 2005 – Aug 2023

CHERRY HILL, NJ

SECURITIES AMERICA ADVISORS, INC.

Oct 2004 – Feb 2005

MT. LAUREL, NJ

GOTLEIB SALINE RETIREMENT PLANNING, LLC

Jul 2002 – Oct 2004

CHERRY HILL, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · July 3, 2002

Years registered · 24

Disclosure History

2005Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

NEXT FINANCIAL GROUP, INC.

CRD 46214 · SEC 801-56786

AUM

$3.5B

Regulatory assets under management

Employees

613

17,352 client accounts

Services offered by NEXT FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NEXT FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Judd Saline offer?

Jeffrey Judd Saline specializes in Financial Planning, Investment Management, Wealth Management.

What are Jeffrey Judd Saline's credentials?

Jeffrey Judd Saline is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Judd Saline located?

Jeffrey Judd Saline is based in HOUSTON, Texas, last registered with NEXT FINANCIAL GROUP, INC..

How does Jeffrey Judd Saline charge for services?

Jeffrey Judd Saline's firm is compensated through percentage of aum, hourly charges, subscription fees, other: seminar/workshop attendance fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEXT FINANCIAL GROUP, INC.?

NEXT FINANCIAL GROUP, INC. has approximately 613 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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