Joseph D Salmen
Investment adviser representative at Rockport Wealth Advisors
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$676.4MFirm 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Rockport Wealth AdvisorsMar 2026 to now
- Rockport Wealth, LLC dba "rockport Wealth Advisors"Feb 2026 to now
- Jfs Wealth Advisors, LLCJul 2023 to Feb 2026
- Jfs Wealth Advisors, LLCNov 2019 to Jun 2023
- Jfs Wealth Advisors, LLCMay 2017 to Oct 2019
- Union Area Middle/high SchoolOct 2015 to Oct 2018
- Medure's CateringDec 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Rockport Wealth Advisors
Legal name: Rockport Wealth, LLC
$676.4MAssets managed
1,623Clients
8Advisers
3 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
- 7285098
- Firm CRD
- 297122