Individual Firm
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Zachary Ronald Jaro
CRD#: 6345662
IA
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BAKER TILLY WEALTH MANAGEMENT, LLCCRD#: 167811 790 N WATER STREET
SUITE 2000
MILWAUKEE, WI 53202
SUITE 2000
MILWAUKEE, WI 53202
0
Disclosures
10
Years of Experience
View By:
State Registrations
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Wisconsin 3/2/2021
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Registered with this firm since 3/2/2021
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 01/29/2018 - 03/03/2021 | ELM GROVE, WI | |
B | 01/24/2018 - 12/31/2018 | ELM GROVE, WI | |
IA | 02/09/2017 - 12/18/2017 | GREEN BAY, WI | |
B | 01/27/2017 - 12/18/2017 | GREEN BAY, WI | |
IA | 08/09/2014 - 01/31/2017 | WAUKESHA, WI | |
B | 07/18/2014 - 01/31/2017 | WAUKESHA, WI |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.