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Zachary Ronald Jaro

Investment Adviser Representative at BAKER TILLY WEALTH MANAGEMENT, LLC

Milwaukee, WICRD #6345662Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Wisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/9/2014
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/18/2014

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Baker Tilly Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BAKER TILLY WEALTH MANAGEMENT, LLCCurrent
3/2/2021Milwaukee, WI
ANNEX WEALTH MANAGEMENT, LLC
1/29/20183/3/2021Elm Grove, WI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
2/9/201712/18/2017Green Bay, WI
WELLS FARGO CLEARING SERVICES, LLC
8/9/20141/31/2017Waukesha, WI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Ronald Jaro has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Zachary Ronald Jaro - Financial Advisor in Milwaukee, WI | AdvisorFinder