Jacob Eric Salomon
Investment adviser representative at Salomon and Ludwin
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.3BFirm 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.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Salomon and LudwinMar 2018 to now
- Triad AdvisorsJan 2018 to Aug 2024
- Wells Fargo Clearing Services, LLCJul 2017 to Nov 2017
- University of VirginiaAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Salomon and Ludwin
Legal name: Salomon and Ludwin, LLC
$1.3BAssets managed
459Clients
6Advisers
8 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
- 6105610
- Firm CRD
- 292456