Joseph Paul Salomone
Investment adviser representative at Nest Egg
16 yearsExperience
2 statesRegistered in
$131.7MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Nest EggJul 2024 to now
- Nest Investments Bd LLCJun 2024 to now
- Nest Investments LLCJun 2024 to now
- Salomone Associates LLCMay 2024 to now
- Bankers' BankAug 2019 to Apr 2024
- LPL Financial LLCJan 2018 to Apr 2024
- Invest Financial CorpDec 2010 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (IL, WI).
Nest Egg
Legal name: Nest Investments LLC
$131.7MAssets managed
2,832Clients
11Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2832501
- Firm CRD
- 286024