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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Knox is an investment advisor representative at Annex Wealth Management, LLC, with a focus on providing comprehensive financial planning services to a diverse clientele, including high-net-worth individuals, families, and charitable organizations. Jacob's primary areas of expertise include retirement planning, college savings, investment management, and estate planning. Jacob has a strong understanding of the financial markets and a commitment to providing personalized advice that meets the unique needs of each client.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation for a fee
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
05/31/2022 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
IA
Issued 05/31/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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