Zachary Ronald Jaro

Employer firm

Baker Tilly Wealth Management, LLC CRD 167811

$5.19B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 01/2017
  Wells Fargo Advisors, Llc
  Waukesha, WI
• 01/2017 → 12/2017
  Raymond James Financial Services, Inc.
  Green Bay, WI
• 02/2017 → 12/2017
  Raymond James Financial Services Advisors Inc.
  Green Bay, WI
• 01/2018 → 03/2021
  Annex Wealth Management
  Elm Grove, WI
• 01/2018 → 12/2018
  H. Beck, Inc.
  Rockville, MD
• 03/2021 → Present
  Baker Tilly Wealth Management, Llc
  Milwaukee, WI
• 03/2021 → Present
  Baker Tilly Advisory Group, Lp
  Milwaukee, WI

Previous Registrations

• 2018-01-29 → 2021-03-03
  Annex Wealth Management, Llc
  Brookfield, WI
• 2017-02-09 → 2017-12-18
  Raymond James Financial Services Advisors, Inc
  Green Bay, WI
• 2014-08-09 → 2017-01-31
  Wells Fargo Clearing Services, Llc
  Waukesha, WI

Other Businesses

BAKER TILLY WEALTH MANAGEMENT, LLC ("BTWM") IS A CONTROLLED SUBSIDIARY OF BAKER TILLY ADVISORY GROUP, LP ("BAKER TILLY"). SALARY AND VARIABLE COMPENSATION (IF APPLICABLE) IS PAID BY BAKER TILLY. 100% OF TIME IS SPENT ON ADVISORY SERVICES WITH BTWM. THERE IS AN EXPENSE SHARING AGREEMENT IN PLACE BETWEEN BTWM & BAKER TILLY WHICH GOVERNS SHARING OF PERSONNEL AND RESOURCES.

Exams

• S66 Uniform Combined State Law Examination
  2014-08-09

Designations

• Certified Financial Planner