Jesus Moreno Adame (CRD# 7575723) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Madison, WI and has 1 year of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rogan's Shoes | Madison, WI | Mar 2024 - Current | < 1 |
| Kwik Trip | Mt. Horeb, WI | Nov 2023 - Current | < 1 |
| Associated Investment Services, Inc. | Madison, WI | Jun 2022 - Current | 1 |
| Kwik Trip Inc. | Waunakee, WI | Mar 2021 - Aug 2023 | 2 |
| Associated Bank | Waunakee, WI | Mar 2020 - Jun 2022 | 2 |
| Associated Bank | Middleton, WI | Jul 2019 - Mar 2020 | < 1 |
| Associated Bank | Middleton, WI | Jul 2018 - Jul 2019 | 1 |
| Rogan's Shoes | Madison, WI | May 2014 - May 2019 | 5 |
| Border Foods | Middleton, WI | Dec 2016 - Jul 2018 | 1 |
| Culvers | Madison, WI | Feb 2016 - Dec 2016 | < 1 |
| James Madison Memorial High School | Madison, WI | Sep 2012 - Jul 2016 | 3 |
| Dp&k | Verona, WI | Jul 2015 - Feb 2016 | < 1 |
| Wandos | Madison, WI | Nov 2015 - Jan 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- WI
-
Total Assets Under Management863MILLIONS
-
Total Number of Accounts4,578ACCOUNTS
-
Average Account Value$188,413
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, FL, GA, IA, IL, IN, LA, MI, MN, MO, NE, NV, OH, SC, TX, WI
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