Jerome Mitchell Jedynak

Employer firm

Harbour Investments, Inc. CRD 19258

$9.60B regulatory AUM 3,203 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Harbour Investments, Inc.

575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2013-09-27

WI RA
APPROVED

Since 2013-09-27

Branch Locations

Franklin, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Harbour Investments, Inc	Madison	WI	11/2008	Present
Jmj Retirement Solutions	Franklin	WI	06/2013	Present

11/2008 → Present

Harbour Investments, Inc

Madison, WI
06/2013 → Present

Jmj Retirement Solutions

Franklin, WI

Previous Registrations

2008-07-16 → 2008-11-28

Osaic Services, Inc.

Wayne, IL

Kentwood, MI

Wayne, IL

Other Businesses

1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)JMJ Retirement Solutions - DBA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-03-24
S63	Uniform Securities Agent State Law Examination	2002-03-26

S66 Uniform Combined State Law Examination

2008-03-24
S63 Uniform Securities Agent State Law Examination

2002-03-26

Other Names

Jerome Mitchell Jedynak

View on SEC IAPD