Unclaimed
Jerome Jedynak is a Registered Representative of Harbour Investments, Inc. Jerome has been in the financial services industry since 2002. Jerome's past experience includes time spent working for AIG Financial Advisors, Inc., Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, and H&R BLOCK FINANCIAL ADVISORS, INC. Jerome is licensed in 9 states including California, Colorado, Florida, Illinois, North Carolina, Ohio, South Carolina, and Wisconsin. Jerome is a Series 6, 7, 63 and 66 licensed professional. Jerome is also the owner of JMJ Retirement Solutions. Harbour Investments, Inc. is a registered investment advisor with approximately $6.1 billion of assets under management. Harbour Investments, Inc. has a team of over 200 licensed agents providing financial services to individuals, corporations, charitable organizations, insurance companies, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
WI
09/27/2013 - Present
Harbour Investments, Inc. (FRANKLIN WI)
IL
02/21/2008 - 11/28/2008
AIG FINANCIAL ADVISORS, INC. (WAYNE IL)
IL
07/06/2005 - 01/28/2008
CHASE INVESTMENT SERVICES CORP. (ST. CHARLES IL)
IL
12/15/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MI
03/25/2002 - 06/09/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 03/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jerome Jedynak is the right advisor for you? Invested Better is here to help.