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Jayne Clara Hladio

Associated Investment Services, Inc.

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About Jayne Clara Hladio

Jayne Clara Hladio is an experienced financial professional with a history of providing investment advice and guidance to clients in the Chicago area. Jayne has worked with individuals, corporations, and charitable organizations, assisting them in achieving their financial goals. Jayne is currently registered with Associated Investment Services, Inc. and holds a Series 7, Series 6, and Series 63 license. She previously worked at Raymond James Financial Services, Inc., U.S. Bancorp Investments, Inc., and Liberty Securities Corporation. Jayne’s extensive experience and commitment to client service make her a valuable resource for individuals and organizations seeking investment advice and wealth management services.

Firm Information

Jayne Hladio is currently registered with Associated Investment Services, Inc.. Associated Investment Services, Inc., is a Corporation based in GREEN BAY, WI, that was formed on 1923-03-23. The firm provides financial planning and portfolio management for individuals, as well as selection of other advisers. They also offer mutual fund wrap services. Associated Investment Services, Inc. has a total of 862,552,767 regulatory assets under management, which include 4,578 non-discretionary accounts.
Associated Investment Services, Inc.

433 MAIN STREET

GREEN BAY, WI 54301-5114

$862.55M

Assets Under Management

Not reported

Total Clients

61

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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mutual fund wrap

Mutual fund wrap

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jayne Hladio’s Registration & Firm History

IL

12/05/2023 - Present

Associated Investment Services, Inc. (CHICAGO IL)

IL

01/17/2023 - 04/21/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (EFFINGHAM IL)

WI

06/07/2021 - 06/11/2021

U.S. BANCORP INVESTMENTS, INC. (MILWAUKEE WI)

NA

07/06/1994 - 01/30/1995

LIBERTY SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 06/30/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/05/2021

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/01/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jayne Clara Hladio.
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