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Client Portal

Pershing Clients

Performance Reporting – find year-over-year performance reports and more. These are the same performance reports we review with you at your annual investment reviews.

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Account Statements and Tax Documents – find end-of-month statements, transactions, and year-end tax documents

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FTJ/TDAmeritrade Clients

Account Statements, Tax Documents, and Performance Reporting – find end-of-month statements, transactions, year-end tax documents and year-over-year performance reports and more.

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Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs.
The advisor must attend two live training sessions and pass two written exams annually to remain in the program.

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.