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Jerome Mitchell Jedynak

Harbour Investments, Inc.

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About Jerome Mitchell Jedynak

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.

Firm Information

Jerome Jedynak is currently registered with Harbour Investments, Inc.. Harbour Investments, Inc. is a Corporation based in Madison, WI, formed in 1987 and approved by the SEC. With over 200 licensed agents and investment advisor representatives, the firm manages between $1 billion and $10 billion in assets for a wide range of clients, including individuals, high net worth individuals, corporations, insurance companies, charitable organizations, and pension plans. Harbour Investments, Inc. offers financial planning, portfolio management for individuals, and selection of other advisors. The firm is registered in all 50 states and the District of Columbia.
Harbour Investments, Inc.

575 D'ONOFRIO DRIVE

MADISON, WI 53719

$6.10B

Assets Under Management

3,206

Total Clients

274

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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Jerome Jedynak’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jerome Mitchell Jedynak.
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