Lonnie James Salimone
Investment adviser representative at Edward Jones
29 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Edward JonesJun 2024 to now
- Merrill LynchFeb 2020 to Jun 2024
- Axa/equitableNov 2019 to Feb 2020
- WawaMay 2019 to Jul 2019
- Department of Transportation Ig OfficeAug 2018 to Mar 2019
- Department of RevenueDec 2017 to Aug 2018
- Department of Transportation Ig OfficeNov 2016 to Sep 2017
- Department of Financial Services/office of Insurance RegulationFeb 2014 to Nov 2016
- New Orleans Theological SeminaryJan 2009 to Dec 2017
- United States Coast Guard ReserveJul 1997 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2004
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 4679317
- Firm CRD
- 250