Jon Saleem, financial advisor Sugar Land TX
90 score

Jon Saleem

CRD Number: 5969603
Current Firm: Good Life Advisors, LLC

Jon Saleem (CRD# 5969603) is an Investment Advisor Representative working at Good Life Advisors, LLC in Sugar Land, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Good Life Advisors, LLC Sugar Land, TX Nov 2015 - Current 1
Lpl Financial, LLC Sugar Land, TX Nov 2015 - Current 1
Ameriprise Financial Services Sugar Land, TX Aug 2011 - Nov 2015 4
Insphere Insurance Solutions Houston, TX Mar 2011 - Aug 2011 < 1
Texas Southway Motors Stafford, TX Feb 2009 - Mar 2011 2
Baytown Mitsubushi Baytown, TX Jun 2008 - Feb 2009 < 1
Utsa San Antonio, TX Sep 2003 - Jun 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Jon M. Saleem
Phone Number: 610-898-6927
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    391
    MILLIONS
  • Total Number of Accounts
    4,794
    ACCOUNTS
  • Average Account Value
    $81,548
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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