Unclaimed Profile

Jacob Eric Salomon

SALOMON AND LUDWIN, LLC·RICHMOND, Virginia

SIE, Series 7, Series 66CFPClean record8 years registeredSALOMON AND LUDWIN, LLC

1401 GASKINS ROAD, RICHMOND, VA 23238CRD# 6105610Firm CRD# 292456

Profile Verification

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

Identity

Jacob Eric Salomon · RICHMOND, VA

Registration

CRD #6105610 · SALOMON AND LUDWIN, LLC · 8 years registered

Brand Profile

Not yet started

Career History

SALOMON AND LUDWIN

Mar 2018 – present

WELLS FARGO CLEARING SERVICES, LLC

Oct 2017 – Feb 2018

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 3, 2017

Years registered · 8

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SALOMON AND LUDWIN, LLC

CRD 292456 · SEC 801-112494

AUM

$1.7B

Regulatory assets under management

Employees

2,214 client accounts

Services offered by SALOMON AND LUDWIN, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

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 SALOMON AND LUDWIN, LLC →

Introduction

Speak with Jacob

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jacob is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RICHMOND?

Browse all registered financial advisors in RICHMOND, Virginia or claim this profile if it's yours.

Browse RICHMOND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jacob Eric Salomon offer?

Jacob Eric Salomon specializes in Financial Planning, Investment Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Jacob Eric Salomon's credentials?

Jacob Eric Salomon holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jacob Eric Salomon located?

Jacob Eric Salomon is based in RICHMOND, Virginia, working with SALOMON AND LUDWIN, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Jacob Eric Salomon charge for services?

Jacob Eric Salomon's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SALOMON AND LUDWIN, LLC?

SALOMON AND LUDWIN, LLC has approximately 12 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →