Zachary JaroCRD Number: 6345662
Current Firm: Annex Wealth Management, LLC
Zachary Jaro (CRD# 6345662) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 3 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Midland Financial Advisors, Inc.
|H. Beck, Inc.||Bethesda, MD||Jan 2018 - Current||< 1|
|Annex Wealth Management||Elm Grove, WI||Jan 2018 - Current||< 1|
|Raymond James Financial Services Advisors Inc.||Green Bay, WI||Feb 2017 - Dec 2017||< 1|
|Raymond James Financial Services, Inc.||Green Bay, WI||Jan 2017 - Dec 2017||< 1|
|Wells Fargo Advisors, LLC||Waukesha, WI||Jun 2014 - Jan 2017||2|
|Associated Bank||Fort Atkinson, WI||Aug 2012 - Jun 2014||1|
|University Of Wisconsin||Whitewater, WI||Aug 2011 - May 2014||2|
|Under Armour||Johnson Creek, WI||Aug 2011 - Aug 2012||1|
|Unemployed||Whitewater, WI||Mar 2011 - Aug 2011||< 1|
|Faith Technologies||Green Bay, WI||Dec 2010 - Mar 2011||< 1|
|Us Bank||Green Bay, WI||Apr 2010 - Dec 2010||< 1|
|College||Whitewater, WI||Aug 2009 - May 2010||< 1|
|Shopko||Green Bay, WI||May 2006 - Aug 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management1,497MILLIONS
Total Number of Accounts7,489ACCOUNTS
Average Account Value$199,839
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, CO, FL, IA, IL, IN, KY, MI, MN, NC, SC, TN, TX, WI
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