Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Merrill Rome is a financial advisor registered with Robert W. Baird & Co. Inc. Jason has been in the financial services industry since September 24, 2010. Jason is licensed in 18 states and has passed both the Series 63 and Series 7 examinations as well as the Securities Industry Essentials (SIE) Exam. Jason was previously registered with BEDROK SECURITIES LLC in Rye, NY. Jason has been registered with Robert W. Baird & Co. Inc. since November 21, 2016, and is currently located at the firm’s New York, NY branch.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
NY
11/21/2016 - Present
Robert W. Baird & Co. Inc. (New York NY)
NY
09/13/2010 - 11/08/2016
BEDROK SECURITIES LLC (RYE NY)
BC
Issued 09/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jason Rome is the right advisor for you? Invested Better is here to help.
