Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Robert Janicek is a registered investment advisor representative with WFA Asset Management Corp. Jake has been in the financial services industry since January 2017. Jake has a Series 65 license and is registered with the state of Wisconsin. Jake specializes in financial planning, portfolio management, and tax preparation for individuals and high net worth individuals.
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.
Tax preparation
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
12/20/2023 - Present
WFA Asset Management Corp. (WHITEFISH BAY WI)
IA
Issued 12/20/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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