Jason
Rockman

Packerland Brokerage Services, Inc

CRD#2771722
Investment Advisor
in Green Bay, WI

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About this Advisor

Jason Rockman is a financial advisor based out of Green Bay, Wisconsin. Rockman is an advisor for Packerland Brokerage Services, Inc. Throughout their career, they have worked at Questar Capital Corporation, Questar Asset Management, Personalized Brokerage Services, Packerland Brokerage Services, Bfc Planning, Inc and Securities Management & Research, Inc. Rockman holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and can advise clients in Missouri. Packerland Brokerage Services, Inc is a registered investment company headquartered in Green Bay, WI. It has offices in 133 locations and a total of 273 advisors. It manages $930 million in assets among its 7,065 accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm provides services to four charitable organizations. Of its 7,065 accounts, just 4% are held by high-net-worth clients who have at least $1 million in assets available to invest. Packerland Brokerage Services, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types billed by Packerland Brokerage Services, Inc most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

432 Security Blvd.
Green Bay, WI 54313

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Packerland Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$929,959,984

WI Average: $2,826,565,184
Total Number of Employees

273

WI Average: 43
Total Number of Accounts

7,065

WI Average: 1,898
Average Account Size

$131,629

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jason Rockman Work History

Jason has been registered as a financial advisor for 0 years.*

2023 - Present (0 year)

Packerland Brokerage Services

2017 - Present (6 years)

Bfc Planning, Inc

2017 - Present (6 years)

Securities Management & Research, Inc

2013 - 2017 (4 years)

Questar Capital Corporation

2013 - 2017 (4 years)

Questar Asset Management

2013 - 2016 (3 years)

Personalized Brokerage Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jason Rockman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Packerland Brokerage Services, Inc

Matthew Garot
Green Bay, WI
Dana Sobleskey
Green Bay, WI
Oscar Vallera
Green Bay, WI
Shiow-Yun Wu
Green Bay, WI
Danny Albertson
Shakopee, MN
William Harrington
Green Bay, WI
Jason Rockman
Green Bay, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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