Lonnie James Salimone

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1997 → 05/2022
  United States Coast Guard Reserve
  Staten Island, NY
• 02/2014 → 11/2016
  Department Of Financial Services/Office Of Insurance Regulation
  Tallahassee, FL
• 11/2016 → 09/2017
  Department Of Transportation Ig Office
  Tallahassee, FL
• 12/2017 → 08/2018
  Department Of Revenue
  Orlando, FL
• 08/2018 → 03/2019
  Department Of Transportation Ig Office
  Tallahassee, FL
• 05/2019 → 07/2019
  Wawa
  Orlando, FL
• 02/2020 → 06/2024
  Merrill Lynch
  Orlando, FL
• 11/2019 → 02/2020
  Axa/Equitable
  Orlando, FL
• 01/2009 → 12/2017
  New Orleans Theological Seminary
  New Orleans, LA
• 06/2024 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2020-12-04 → 2024-06-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Orlando, FL
• 2007-08-15 → 2007-11-07
  Equitable Advisors, Llc
  Tallahassee, FL
• 2004-03-18 → 2005-09-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tallahassee, FL

Other Businesses

University of Central Florida Alumni Council Type of business: University Orlando, FL Start date: 8/9/2025 Volunteer Member "At Large" Hours per week: 2 Hours during trading: 0 Desc: Volunteer during Home football games as an ambassador for the University representing the local chapter for the greater Orlando Alumni Council. Central Florida Association of Certified Fraud Examiner Type of business: Association Fraud Examiners Austin, TX 7870 Start date: 9/12/2025 Committee Member Hours per week: 1 Hours during trading: 0 Desc: Central Florida Chapter Committee, Speaker Coordinator Chapter Committee Member.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-02
• S65 Uniform Investment Adviser Law Examination
  2004-03-02
• S63 Uniform Securities Agent State Law Examination
  2003-09-30