Jerome Jedynak, financial advisor Franklin WI

Jerome Jedynak

CRD 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 22 years of experience in the finance industry.

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Company Name Location Dates Years
Jmj Retirement Solutions Franklin, WI Jun 2013 - Current 10
Harbour Investments, Inc. Madison, WI Nov 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Jerome M. Jedynak
Phone Number: 608-662-6100
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    4,469
    MILLIONS
  • Total Number of Accounts
    28,573
    ACCOUNTS
  • Average Account Value
    $156,400
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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