Jason Rockman
Jason Rockman is a registered investment advisor at Packerland Brokerage Services, INC., based in Green Bay, WI, with 28 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,245 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Packerland offers several investment management options:
- Individual Portfolio Management: Fees are a percentage of your portfolio, up to a maximum of 2.5% per year.
- Co-Advisory Programs: You'll pay program fees in addition to Packerland's advisory fee (up to 2.5% of your assets). These fees cover the third-party money manager's investment advisory services, potentially as part of a bundled fee arrangement.
- Hilltop/Envestnet Programs: Most programs have a unified fee covering the platform, manager, and Packerland's advisory services. Some fees, like those for transactions executed away from Hilltop, are charged separately.
- Solicitor Program: You'll pay a management fee to the third-party money manager, which Packerland shares. You won't pay a separate fee to Packerland.
Location
432 Security Blvd., Green Bay, WI, 54313
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is an agent at Common Sense Financial Group, an insurance agency, since 2017. He spends about half his time selling fixed insurance, long-term care insurance, securities, and disability insurance.
Employment History
Current Registrations
Packerland Brokerage Services, INC.Broker
Packerland Brokerage Services, INC.
Previous Registrations
Securities Management & Research, INC.Broker
Bfc Planning, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Client One Securities LLC
Client One Securities LLCBroker
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
Ameritas Investment CORP.Broker
Financial Network Investment CorporationBroker
Broker Dealer Financial Services CORP.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.