Joshua R. Salo

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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

• 03/2015 → 07/2019
  Kroger
  Cumming, GA
• 07/2019 → 02/2024
  Morgan Stanley
  Alpharetta, GA
• 04/2024 → Present
  J.P. Morgan Securities Llc
  Loganville, GA
• 04/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Loganville, GA
• 03/2024 → 03/2024
  Unemployed
  Cumming, GA

Previous Registrations

• 2023-03-06 → 2024-02-29
  Morgan Stanley
  Alpharetta, GA
  Alpharetta, GA
• 2023-03-06 → 2023-06-28
  Harrisdirect Llc
  Alpharetta, GA
  Arlington, VA
  Alpharetta, GA

Exams

• S66 Uniform Combined State Law Examination
  2023-03-03
• S63 Uniform Securities Agent State Law Examination
  2019-09-30

Other Names

• Josh Salo
• Josh Robert Salo
• Joshua Robert Salo