Jacob Eric Salomon

Current Employers

Employment History

• 07/2017 → 11/2017
  Wells Fargo Clearing Services, Llc
  New York, NY
• 08/2013 → 05/2017
  University Of Virginia
  Charlottesville, VA
• 01/2018 → 08/2024
  Triad Advisors
  Norcross, GA
• 03/2018 → Present
  Salomon And Ludwin
  Richmond, VA
• 08/2024 → Present
  Osaic Wealth, Inc.
  New York, NY

Previous Registrations

• 2017-10-03 → 2018-02-01
  Wells Fargo Clearing Services, Llc
  New York, NY

Other Businesses

1)Salomon Wealth Advisors, LLC; investment related;a.313 East Broad Street, Suite 129 Richmond, VA 23219;broker dealer rep; financial advisor;1/2018;160 hrs/month;6.5 hrs during trading; servicing annuity contracts, advising clients 2)CO-TRUSTEE OF DALAL M. SALOMON IRREV. LIFE INSURANCE TRUST POSITION: Co-Trustee NATURE: I am the co-trustee of my mother's Irrevocable Life Insurance Trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2015 ADDRESS: 3211 Grove Avenue, Richmond VA 23221, United States DESCRIPTION: Pay life insurance premiums annually 3)D MARIA, LLC POSITION: Owner NATURE: LLC - Raw Land Holding Company, 100% Owner INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2022 ADDRESS: 1401 Gaskins Road, Richmond VA 23238, United States DESCRIPTION: 100% Owner of d maria, LLC - Raw Land Holding Company. Pay property taxes, insurance, tax preparation fees, and VA SCC filing 4)HIGHLAND CAPITAL BROKERAGE POSITION: Agent/Producer NATURE: Insurance Distribution Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/15/2019 ADDRESS: 277 Park Avenue, 26th Floor, New York NY 10172, United States DESCRIPTION: Work with Highland Capital to write new insurance products for clients 5) Salomon & Ludwin, LLC; Investment related; 1401 Gaskins Road, Richmond VA 23238; 35% Owner, Financial Advisor, and Chief Compliance Officer; start date: 10/15/2021; Owner; Process payroll, work with other owners and COO to develop vision and strategies, work with other financial advisors and help with financial planning, oversee all compliance requirements for Salomon & Ludwin, work with Stark & Stark (legal firm, specializing in compliance); 160 hours per month during securities trading hours;

Exams

• S66 Uniform Combined State Law Examination
  2017-09-29

Designations

Other Names

• Jacob Eric Salomon
• Jacob Salomon