John Ryan Salter
Investment adviser representative at Evensky & Katz/foldes Wealth Management
21 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$3.2BFirm assets
Are you John Ryan Salter? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Evensky & Katz/foldes FinancialJul 2014 to now
- Evensky & Katz/foldes Wealth ManagementJan 2008 to now
- Texas Tech UniversityAug 2005 to Aug 2024
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, LA, TX).
Evensky & Katz/foldes Wealth Management
Legal name: Evensky & Katz, LLC
$3.2BAssets managed
1,188Clients
22Advisers
25 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
- 5470258
- Firm CRD
- 109698