Jon Saleem (CRD# 5969603) is an Investment Advisor Representative working at Good Life Advisors, LLC in Wyomissing, PA and has over 12 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6691058
Vanguard Advisers, Inc.
CRD# 6161273
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Sugar Land, TX | Nov 2015 - Current | 8 |
| Good Life Advisors, LLC | Sugar Land, TX | Nov 2015 - Current | 8 |
| Ameriprise Financial Services | Sugar Land, TX | Aug 2011 - Nov 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- TX
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Total Assets Under Management2,896MILLIONS
-
Total Number of Accounts16,544ACCOUNTS
-
Average Account Value$175,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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