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JJ

Joseph Ari Jaroslaw

ChFC®, CLU®
P.J. ROBB VARIABLE
Fort Myers, FL
·CRD# 2829019·29 years experience

Professional Summary

Joseph Ari Jaroslaw, ChFC®, CLU®, who also goes by Joseph Jaroslaw, Joseph Ari Jarowslaw, is a registered financial advisor currently at P.J. ROBB VARIABLE, LLC located in Fort Myers, Florida. Joseph is registered as a RR (Registered Representative) and started their career in finance in 1997. Joseph has worked at 9 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Joseph Jaroslaw, Joseph Ari Jarowslaw

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

ChFC®
Chartered Financial Consultant
CLU®
Chartered Life Underwriter

Years of Experience

29 years in the financial services industry

Current & Past Employments

P.J. ROBB VARIABLE, LLC·CRD# 38339
BD
Fort Myers, FL
October 9, 2026 - Present
PNC WEALTH MANAGEMENT LLC·CRD# 129052
BD
Cherry Hill, NJ
March 6, 2020 - October 6, 2026
P.J. ROBB VARIABLE, LLC·CRD# 38339
BD
Memphis, TN
June 12, 2012 - November 21, 2019
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
RIA
Baltimore, MD
December 9, 2009 - October 20, 2011
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
BD
Baltimore, MD
December 8, 2009 - October 20, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
New York, NY
October 23, 2009 - November 13, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
October 23, 2009 - November 13, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.·CRD# 16361
RIA
Glen Rock, NJ
May 10, 2006 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.·CRD# 16361
BD
Boca Raton, FL
May 10, 2006 - October 23, 2009
CITICORP INVESTMENT SERVICES·CRD# 23988
RIA
Stamford, CT
April 5, 2006 - April 20, 2006
CITICORP INVESTMENT SERVICES·CRD# 23988
BD
Long Island City, NY
January 31, 2000 - April 20, 2006
BNY MELLON SECURITIES CORPORATION·CRD# 231
BD
New York, NY
September 16, 1999 - January 10, 2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
January 13, 1998 - November 2, 1998
TAGLICH BROTHERS, INC.·CRD# 29102
BD
Cold Spring Harbor, NY
November 11, 1997 - January 23, 1998
D.L. CROMWELL INVESTMENTS, INC.·CRD# 37730
BD
Boca Raton, FL
February 26, 1997 - November 17, 1997

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Current Firm

PR
P.J. ROBB VARIABLE, LLC

P.J. ROBB VARIABLE CORPORATION | P.J. ROBB VARIABLE, LLC

CRD#: 38339 / SEC#: 8-48197
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

Contact Information

Main Address

6075 Poplar Ave Suite 400, Memphis, TN 38119

Mailing Address

6075 Poplar Ave Suite 400, Memphis, TN 38119

Phone Number

(901) 722-5433

Established

Tennessee since 02/21/1995

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CRUMP LIFE INSURANCE SERVICES, LLCOWNER—
COLLINS, HEATHER MARIEASSISTANT TREASURER AND PRINCIPAL OPERATIONS OFFICER5851459
CORDLE, COYE BAXTER IIICHIEF COMPLIANCE OFFICER, AML OFFICER & PRIVACY OFFICER4544954
HARRISON, BRUCE ANDREWPRESIDENT, CEO AND CHAIRMAN OF THE BOARD /MANAGER2232934
MARSHALL, DARRYL KEVINSECRETARY, VICE PRESIDENT/MANAGER2508479
MERCHANT, JEFFREY SCHIIEF FINANCIAL OFFICER / TREASURER / PRINCIPAL FINANCIAL OFFICER / MANAGER4668892
SANTELL, CHRISTY CAROLASSISTANT PRINCIPAL OPERATIONS OFFICER6272704

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
New Jersey
(10/13/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2006About the Series 66 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 1998About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 1997About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Mar 2001About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Joseph Ari Jaroslaw's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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