Jonathon Jesse (CRD# 7483238) is an Investment Advisor Representative working at Spectrum Investment Advisors, Inc. in Mequon, WI and has 1 year of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spectrum Investment Advisors, Inc. | Mequon, WI | Feb 2022 - Current | 2 |
| Unemployed | Mequon, WI | Apr 2020 - Feb 2022 | 1 |
| International Housewares Association | Rosemont, IL | Jan 2016 - Mar 2020 | 4 |
| Private Consultant | Mequon, WI | Jul 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- WI
-
Total Assets Under Management725MILLIONS
-
Total Number of Accounts986ACCOUNTS
-
Average Account Value$735,115
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
FL, GA, IL, MI, NC, NY, TX, WI
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