Joseph Salomone has been an investment adviser representative at Nest Investments since July 2024, and is not listed among the firm’s executive officers or direct owners.
Nest Investments LLC is a Conshohocken, PA firm with $132M under management, 2,832 clients and 9 advisers in one office, as of its August 2026 filing.
Joseph Salomone’s longest registration was 9 years at Cuna Brokerage Services, Inc. (2001–2010). Before joining Nest Investments in 2024, Joseph Salomone was registered through LPL Financial LLC and Invest Financial Corporation.
- LPL Financial LLC– · 6 yearsMadison, WI · Adviser representative · Firm CRD 6413
- Invest Financial Corporation– · 7 yearsFort Wayne, IN · Adviser representative · Firm CRD 12984
- Cuna Brokerage Services, Inc.– · 9 yearsMadison, WI · Adviser representative · Firm CRD 13941
Investment adviser representative registrations
Joseph Salomone is registered as an investment adviser representative in 2 states. The first approvals date from July 2024; the most recent is Illinois, in August 2024.
- IllinoisSince 1 August 2024
- WisconsinSince 30 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 14 December 1999 |
| Series 24 | General Securities Principal Examination | 16 May 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 March 1997 |
| Series 7 | General Securities Representative Examination | 27 February 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph Paul Salomone
- CRD
- 2832501
- Firm
- Nest Investments · CRD 286024
- Office
- Delafield, WI
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1997
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Joseph Salomone work?
Joseph Salomone is an investment adviser representative registered through Nest Investments LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Salomone a financial advisor?
Yes. Joseph Salomone has a current investment-adviser registration in Illinois and Wisconsin, through Nest Investments since July 2024.
How many years of experience does Joseph Salomone have?
Joseph Salomone has 29 years in the financial industry, since May 1997, across 4 adviser firms.
What exams has Joseph Salomone passed?
Joseph Salomone has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in February 1997. FINRA credited Joseph Salomone with the SIE, which began in October 2018.
Where did Joseph Salomone work before Nest Investments?
Before Nest Investments, Joseph Salomone was registered through LPL Financial LLC, January 2018 to May 2024; Invest Financial Corporation, December 2010 to January 2018; Cuna Brokerage Services, Inc., July 2001 to December 2010.
Where is Joseph Salomone based?
Joseph Salomone’s registered office is in Delafield, WI.
Is Joseph Salomone registered with FINRA?
Yes. Joseph Salomone has a current broker registration, under CRD 2832501.
Source: FINRA BrokerCheck
How can I verify Joseph Salomone’s record?
Search CRD 2832501 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joseph Salomone’s full registration record.