Jason Ryan Salmon

Employer firm

Haverford Financial Services, Inc. CRD 130007

$366M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 07/2012 → 12/2019
  Charles Schwab Bank
  San Francisco, CA
• 04/2020 → 05/2020
  Edward Jones
  Philadelphia, PA
• 01/2020 → 03/2020
  Unemployed
  San Francisco, CA
• 08/2020 → 12/2021
  Financial & Realty Services, Llc
  Philadelphia, PA
• 07/2012 → 12/2019
  Charles Schwab & Co., Inc.
  San Francisco, CA
• 06/2020 → 07/2020
  Unemployed
  Philadelphia, PA
• 01/2022 → 08/2023
  The Vanguard Group, Inc.
  Newtown Square, PA
• 09/2023 → 01/2025
  Riversedge Advisors, Llc
  Wilmington, DE
• 09/2023 → 01/2025
  Riversedge Advisors, Llc
  Wilmington, DE
• 02/2025 → Present
  Haverford Financial Services, Inc.
  Radnor, PA
• 02/2025 → Present
  The Haverford Trust Company
  Radnor, PA

Previous Registrations

• 2024-06-04 → 2025-02-28
  Riversedge Advisors
  Wilmington, DE
• 2022-03-17 → 2023-08-23
  Vanguard Advisers, Inc.
  Malvern, PA
• 2020-09-17 → 2022-03-16
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 2020-04-03 → 2020-05-14
  Edward Jones
  Philadelphia, PA
• 2011-08-31 → 2020-01-13
  Charles Schwab & Co., Inc.
  Englewood, CO
  Englewood, CO
  Pleasanton, CA
  Englewood, CO
  San Francisco, CA
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2011-08-30
• S63 Uniform Securities Agent State Law Examination
  2009-10-23

Designations

• Certified Financial Planner

Other Names

• Jason Ryan Salmon
• Jason Salmon