Jerome JedynakCRD Number: 4514538
Current Firm: Harbour Investments, Inc.
Jerome Jedynak (CRD# 4514538) is an Investment Advisor Representative working at Harbour Investments, Inc. in Franklin, WI and has over 15 years of experience in the finance industry.
Jordan Financial Life Planning
Financial Service Group Inc.
Fortress Planning Group
|Jmj Retirement Solutions||South Elgin, IL||Jun 2013 - Current||4|
|Harbour Investments, Inc.||Madison, WI||Nov 2008 - Current||8|
|Wia Financial Group||Wayne, IL||Feb 2008 - Jun 2013||5|
|Aig Financial Advisors||Wayne, IL||Feb 2008 - Nov 2008||< 1|
|Chase Investment Services Corp.||Chicago, IL||Jul 2005 - Jan 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management552MILLIONS
Total Number of Accounts2,508ACCOUNTS
Average Account Value$220,245
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV