Jennifer Jesse (CRD# 7415383) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has 1 year of experience in the finance industry. Jennifer Jesse has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Annex Wealth Management | Elm Grove, WI | Jun 2021 - Current | 2 |
| Strategic Wealth Partners | Deerfield, IL | Jan 2020 - Jun 2021 | 1 |
| United Cerebral Palsy | Madison, WI | Aug 2018 - Dec 2019 | 1 |
| Strategic Wealth Partners | Milwaukee, WI | Jun 2019 - Aug 2019 | < 1 |
| Annex Wealth Management | Elm Grove, WI | Jun 2018 - Aug 2018 | < 1 |
| Subway | Madison, WI | Mar 2018 - Jun 2018 | < 1 |
| Wisconsin Athletics | Madison, WI | Aug 2017 - Mar 2018 | < 1 |
| Coldstone Creamery | Madison, WI | Sep 2016 - May 2017 | < 1 |
| Asia Restaurant | New Berlin, WI | Mar 2016 - Aug 2016 | < 1 |
| Wendy's | New Berlin, WI | Feb 2014 - Aug 2016 | 2 |
| New Berlin West | New Berlin, WI | Jul 2011 - Jun 2016 | 4 |
- WI
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Total Assets Under Management5,098MILLIONS
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Total Number of Accounts17,883ACCOUNTS
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Average Account Value$285,091
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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