linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jacob Saul Jansen

Jansen Wealth Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jacob? Claim Your Profile

About Jacob Saul Jansen

Jacob Jansen is a financial advisor registered with both the Securities and Exchange Commission (SEC) and the state of Wisconsin. Jacob has been working in the financial services industry since April 2013. Jacob is currently registered with Jansen Wealth Management LLC. Before joining Jansen Wealth Management LLC, Jacob was previously registered with International Assets Advisory, LLC, AGP/Alliance Global Partners, and Edward Jones. Jacob is a Series 66 and Series 65 licensed advisor. Jacob has a strong track record of providing financial advice to both individuals and businesses. Jacob specializes in providing financial planning and portfolio management services.

Firm Information

Jacob Jansen is currently registered with Jansen Wealth Management LLC. Jansen Wealth Management LLC is an investment advisor with 1 licensed agent and 2 investment adviser representatives. The firm has $80,018,630 in regulatory assets under management, with 534 total accounts. Jansen Wealth Management LLC provides financial services to individuals, high-net-worth individuals, businesses, and retirement plans.

$80.02M

Assets Under Management

3

Total Clients

2

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jacob Jansen’s Registration & Firm History

WI

12/17/2021 - Present

Jansen Wealth Management LLC (ALTOONA WI)

WI

10/05/2020 - 11/05/2021

INTERNATIONAL ASSETS ADVISORY, LLC (ALTOONA WI)

WI

05/03/2019 - 10/05/2020

A.G.P. / ALLIANCE GLOBAL PARTNERS (Altoona WI)

WI

04/25/2013 - 05/15/2019

EDWARD JONES (CHIPPEWA FALLS WI)

Not sure if Jacob Saul Jansen is right for you?

Licenses & Designations

IA

Issued 11/08/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 05/16/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Saul Jansen.
Not sure if Jacob Saul Jansen is right for you?