Jacobus Wealth Management Inc.

Jacobus Wealth Management Inc. (CRD# 106777) is a financial advisory firm headquartered in Milwaukee, WI. They manage $788,195,794 in 1,130 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    788
    MILLION
  • Total Number of Accounts
    1,130
    ACCOUNTS
  • Average Account Value
    $697,518
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, IL, MN, WI

Financial Advisors at Jacobus Wealth Management Inc.
Showing 1 - 10 of 11 top financial advisors.
1
M. D. Fritz
CRD#: 2245128
2323 N.mayfair Road,suite 240, Milwaukee, WI 53226
96
Wealthminder
score

M. Fritz (CRD# 2245128) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has over 24 years of experience in the finance industry.

2
Richard G. Jacobus
CRD#: 1606235
2323 North Mayfair Road, Suite 240, Milwaukee, WI 53226
96
Wealthminder
score

Richard Jacobus (CRD# 1606235) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has over 29 years of experience in the finance industry.

3
Peter J. Bach
CRD#: 5118376
2323 N.mayfair Road,suite 240, Milwaukee, WI 53226
93
Wealthminder
score

Peter Bach (CRD# 5118376) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has over 6 years of experience in the finance industry.

4
Brian A. Janecke
CRD#: 5733980
2323 N.mayfair Road,suite 240, Milwaukee, WI 53226
93
Wealthminder
score

Brian Janecke (CRD# 5733980) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has over 6 years of experience in the finance industry.

5
Daniel J. Matola
CRD#: 5613814
2323 N.mayfair Road,suite 240, Milwaukee, WI 53226
93
Wealthminder
score

Daniel Matola (CRD# 5613814) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has over 8 years of experience in the finance industry.

6
Kathleen S. Pederson
CRD#: 5320577
2323 N.mayfair Road,suite 240, Milwaukee, WI 53226
93
Wealthminder
score

Kathleen Pederson (CRD# 5320577) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has over 9 years of experience in the finance industry.

7
Stephanie J. Stein
CRD#: 5662542
2323 N.mayfair Road,suite 240, Milwaukee, WI 53226
93
Wealthminder
score

Stephanie Stein (CRD# 5662542) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has over 7 years of experience in the finance industry.

8
Barbara J. Wells
CRD#: 2861162
2323 North Mayfair Road, Suite 240, Milwaukee, WI 53226
93
Wealthminder
score

Barbara Wells (CRD# 2861162) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has over 19 years of experience in the finance industry.

9
Nicholas C. Wilson
CRD#: 2270379
2323 North Mayfair Road, Suite 240, Milwaukee, WI 53226
93
Wealthminder
score

Nicholas Wilson (CRD# 2270379) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has over 20 years of experience in the finance industry.

10
Nicolas J. Brown
CRD#: 6172842
2323 N.mayfair Road,suite 240, Milwaukee, WI 53226
90
Wealthminder
score

Nicolas Brown (CRD# 6172842) is an Investment Advisor Representative working at Jacobus Wealth Management Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.

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