Zachary Jaro, financial advisor Elm Grove WI
90 score

Zachary Jaro

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Zachary R. Jaro
Phone Number: 262-786-6363
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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