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Jason Ryan Salmon

Haverford Financial Services, Inc.

Radnor, PA

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Current Employers
Haverford Financial Services, Inc.

Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4580 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-02-27
  • PA RA
    APPROVED
    Since 2025-02-27

Branch Locations

Three Radnor Corporate Center Suite 450, Radnor, PA 19087-4580 • 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
Charles Schwab Bank San Francisco CA 07/2012 12/2019
Edward Jones Philadelphia PA 04/2020 05/2020
Unemployed San Francisco CA 01/2020 03/2020
Financial & Realty Services, Llc Philadelphia PA 08/2020 12/2021
Charles Schwab & Co., Inc. San Francisco CA 07/2012 12/2019
Unemployed Philadelphia PA 06/2020 07/2020
The Vanguard Group, Inc. Newtown Square PA 01/2022 08/2023
Riversedge Advisors, Llc Wilmington DE 09/2023 01/2025
Riversedge Advisors, Llc Wilmington DE 09/2023 01/2025
Haverford Financial Services, Inc. Radnor PA 02/2025 Present
The Haverford Trust Company Radnor PA 02/2025 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-30
S63 Uniform Securities Agent State Law Examination 2009-10-23
  • S66 Uniform Combined State Law Examination
    2011-08-30
  • S63 Uniform Securities Agent State Law Examination
    2009-10-23
Designations
Other Names
  • Jason Ryan Salmon
  • Jason Salmon

View on SEC IAPD

Other Firms

NORDWAND ADVISORS
MCADAM LLC
ALTERRA IOS MANAGER, LLC
LINCOLN FINANCIAL INVESTMENTS CORPORATION
WICK CAPITAL PARTNERS, LLC
NORDWAND INVESTMENTS, LLC
V3LIMITED LLC
PRESILIUM PRIVATE WEALTH, LLC

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GERALD JOSHUA KANE
CHRISTOPHER MICHAEL BOYLE
DOUGLAS HENRY DELONG
THEODORE WESLEY BROOKS
PATRICK JOSEPH MCGINNIS
Connor Drew Martin
JAMES FRANCIS MARTIN
Lisa Dimter

Other Offices

NORDWAND ADVISORS · RADNOR, PA
MCADAM LLC · RADNOR, PA
ALTERRA IOS MANAGER, LLC · RADNOR, PA
LINCOLN FINANCIAL INVESTMENTS CORPORATION · RADNOR, PA
WICK CAPITAL PARTNERS, LLC · WAYNE, PA
NORDWAND INVESTMENTS, LLC · RADNOR, PA
V3LIMITED LLC · RADNOR, PA
PRESILIUM PRIVATE WEALTH, LLC · RADNOR, PA

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