Jay Steven Salamone

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2015 → 07/2017
  Transamerica Financial Advisors, Inc
  Plant City, FL
• 02/2015 → 07/2017
  World Financial Group, Inc.
  Plant City, FL
• 01/2014 → 12/2017
  F3 Fitness Concepts, Llc
  Winter Springs, FL
• 08/2015 → Present
  The Action Church
  Winter Springs, FL
• 10/2019 → 07/2020
  International Assets Advisory, Llc
  Winter Springs, FL
• 07/2020 → Present
  Fidelity Brokerage Services
  Altamonte Springs,, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-09-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Altamonte Springs, FL
• 2020-04-20 → 2020-07-06
  International Assets Investment Management, Llc
  Orlando, FL
  Winter Springs, FL
• 2017-07-07 → 2019-10-08
  G. A. Repple & Company
  Winter Springs, FL
  Casselberry, FL
  Casselberry, FL
• 2015-08-20 → 2017-07-07
  Transamerica Financial Advisors, Llc
  Winter Park, FL
  West Palm Beach, FL
• 2007-01-04 → 2014-01-30
  Strategic Advisers Llc
  Altamonte Springs, FL

Other Businesses

OBA-130639|OrgNmn:Jay Salamone|Org Addr:Apollo Bea,Florida,US|OBA Nature:Social media Influencer Instag|Invst Rel:N|Title:Sole Proprietor|Duties:Create video and marketing content before and/or after business hours|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-28
• S63 Uniform Securities Agent State Law Examination
  1999-08-12

Designations

• Certified Financial Planner

Other Names

• Jay Steven Salamone
• Jay Salamone