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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-05-05
  • MA RA
    APPROVED
    Since 2025-05-05

Branch Locations

17 North Road, Chelmsford, MA 01824 • United States

Chelsea, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capstone Partners Financial & Insurance Services Orange CA 04/2022 10/2022
Self Employed Fullerton CA 06/2019 02/2023
Towne Park Anaheim CA 02/2018 03/2020
Burger. Aptos CA 05/2019 08/2019
Safeway Santa Cruz CA 08/2017 08/2018
Santa Cruz Seaside Company Santa Cruz CA 06/2016 06/2018
California State University - Fullerton Fullerton CA 08/2018 08/2022
Northwestern Mutual Investment Services Llc Newport Beach CA 04/2020 07/2020
Mml Investors Services Llc Orange CA 05/2022 08/2022
Raymond James Financial Services, Inc. Chelmsford MA 02/2023 Present
Raymond James Financial Services Advisors, Inc. Chelmsford MA 04/2025 Present
  • 04/2022 → 10/2022
    Capstone Partners Financial & Insurance Services
    Orange, CA
  • 06/2019 → 02/2023
    Self Employed
    Fullerton, CA
  • 02/2018 → 03/2020
    Towne Park
    Anaheim, CA
  • 05/2019 → 08/2019
    Burger.
    Aptos, CA
  • 08/2017 → 08/2018
    Safeway
    Santa Cruz, CA
  • 06/2016 → 06/2018
    Santa Cruz Seaside Company
    Santa Cruz, CA
  • 08/2018 → 08/2022
    California State University - Fullerton
    Fullerton, CA
  • 04/2020 → 07/2020
    Northwestern Mutual Investment Services Llc
    Newport Beach, CA
  • 05/2022 → 08/2022
    Mml Investors Services Llc
    Orange, CA
  • 02/2023 → Present
    Raymond James Financial Services, Inc.
    Chelmsford, MA
  • 04/2025 → Present
    Chelmsford, MA
Other Businesses

(1)Name of Business: METRO Financial Strategies Address: 17 North Rd, Chelmsford, MA, 01824-2710, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/27/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide support services to lead advisor. Service for existing clients. financial advice and planning to clients under lead advisor supervision.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-23
  • S66 Uniform Combined State Law Examination
    2025-04-23
Other Names
  • Jonathon Charles Salo

View on SEC IAPD

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