Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Jeske is an Investment Advisor Representative with Jeske Asset Management, LLC in Eau Claire, WI. David Jeske has been a registered Investment Advisor since 2014 and has been active in the industry since 2014. David Jeske is also a licensed insurance agent with Jeske Insurance Agency, LLC, selling Property and Casualty insurance. David Jeske holds the Series 66 and Series 65 licenses as well as the Series 7 and SIE licenses. David Jeske provides portfolio management for individuals and financial planning services to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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WI
05/22/2024 - Present
Jeske Asset Management, LLC (EAU CLAIRE WI)
WI
02/26/2014 - 02/13/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHIPPEWA FALLS WI)
IA
Issued 03/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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