Jason Ganiere, financial advisor Elm Grove WI
89 score

Jason Ganiere

CRD Number: 6250254
Current Firm: Annex Wealth Management, LLC

Jason Ganiere (CRD# 6250254) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
H. Beck Inc. Bethesda, MD Jan 2014 - Current 2
Annex Wealth Management, LLC Elm Grove, WI Sep 2013 - Current 3
Waukesha County Tech College Pewaukee, WI Feb 2013 - Current 3
Milwaukee Brewers Baseball Club Milwaukee, WI Apr 2009 - Current 7
Milwaukee Brewers Baseball Club Milwaukee, WI Apr 2009 - Current 7
New Berlin Police Dept New Berlin, WI May 1994 - Current 22
City Of New Berlin Police Department (wi) New Berlin, WI May 1994 - Current 22
Labor Association Of Wi Germantown, WI Jun 2004 - Dec 2013 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
S63 Uniform Securities State Law Examination Apr 2014
Contact Info for Jason E. Ganiere
Phone Number: 262-786-6363
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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