Unclaimed Profile

Jaclyn Ariella Gruber

OARSMAN CAPITAL, INC·MILWAUKEE, Wisconsin

SIE, Series 7, Series 66Clean record12 years registeredOARSMAN CAPITAL, INC

759 NORTH MILWAUKEE STREET, MILWAUKEE, WI 53202CRD# 6043967Firm CRD# 109993

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jaclyn Ariella Gruber · MILWAUKEE, WI

Registration

CRD #6043967 · OARSMAN CAPITAL, INC · 12 years registered

Brand Profile

Not yet started

Career History

OARSMAN CAPITAL, INC

Jan 2023 – present

JOHNSON WEALTH INC.

May 2016 – Nov 2022

MILWAUKEE, WI

CLEARY GULL INC.

Jul 2014 – Jun 2016

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 22, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OARSMAN CAPITAL, INC

CRD 109993 · SEC 801-60988

AUM

$703M

Regulatory assets under management

Employees

1,628 client accounts

Services offered by OARSMAN CAPITAL, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OARSMAN CAPITAL, INC →

Introduction

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Frequently Asked Questions

What services does Jaclyn Ariella Gruber offer?

Jaclyn Ariella Gruber specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Jaclyn Ariella Gruber's credentials?

Jaclyn Ariella Gruber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jaclyn Ariella Gruber located?

Jaclyn Ariella Gruber is based in MILWAUKEE, Wisconsin, working with OARSMAN CAPITAL, INC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Jaclyn Ariella Gruber charge for services?

Jaclyn Ariella Gruber's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OARSMAN CAPITAL, INC?

OARSMAN CAPITAL, INC has approximately 14 employees and manages $703M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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