Zachary Ronald Jaro
Investment adviser representative at Baker Tilly Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Baker Tilly Advisory Group, LPMar 2021 to now
- Baker Tilly Wealth Management, LLCMar 2021 to now
- Annex Wealth ManagementJan 2018 to Mar 2021
- H. Beck, Inc.Jan 2018 to Dec 2018
- Raymond James Financial Services Advisors Inc.Feb 2017 to Dec 2017
- Raymond James Financial Services, Inc.Jan 2017 to Dec 2017
- Wells Fargo Advisors, LLCJun 2014 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (WI).
Baker Tilly Wealth Management, LLC
$5.2BAssets managed
753Clients
26Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6345662
- Firm CRD
- 167811