Jason Ryan Salmon
Investment adviser representative at Haverford Financial Services, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$366.4MFirm assets
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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
14 years in the industry.
- Haverford Financial Services, Inc.Feb 2025 to now
- The Haverford Trust CompanyFeb 2025 to now
- Riversedge Advisors, LLCSep 2023 to Jan 2025
- The Vanguard Group, Inc.Jan 2022 to Aug 2023
- Financial & Realty Services, LLCAug 2020 to Dec 2021
- UnemployedJun 2020 to Jul 2020
- Edward JonesApr 2020 to May 2020
- UnemployedJan 2020 to Mar 2020
- Charles Schwab & Co., Inc.Jul 2012 to Dec 2019
- Charles Schwab BankJul 2012 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (PA).
Haverford Financial Services, Inc.
$366.4MAssets managed
18Clients
18Advisers
22 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
- 5575104
- Firm CRD
- 130007