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Jonah Salzwedel

Philadelphia, PA
Verified Identity

District Manager, Financial Advisor at

Tristate Financial Advisors

Number of Clients

30

Average Client Size

$850,000

Member Since

2026

Allow Me to Introduce Myself

As a Financial Advisor, Jonah Salzwedel works with individuals and families who are approaching or already in retirement and want to make sure they're making the most of what they've worked so hard to build. His focus is helping clients create retirement income strategies, optimize investments, red...

One thing I want my clients to know about me is...

I aim to build long-term personal and professional relationships to get my clients to and through retirement successfully. The only people I value more than my clients are my family.

Clientele

Retirees
High Net Worth Individuals
Software Engineers
Wealthy Families
Government Contractors
Corporate Executives
Single Mothers
LGBTQ+

Helping both individuals and families alike mainly in their late 40s-60s, while usually focused on both investments and retirement through comprehensive financial planning being the one stop shop for everything financial is who Jonah aims to be for his clients.

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Disclosures and Proof of License

SEC Profile

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Profile Last Updated: July 1, 2026