Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Elizabeth Jesse is a Certified Financial Planner who is licensed to provide investment advice in Wisconsin. Jennifer Jesse has been a Registered Representative in the securities industry since June 2018. Currently, Jennifer Jesse is associated with Annex Wealth Management, LLC where she has been employed since June 2021. Previously, Jennifer Jesse was employed by Strategic Wealth Partners, United Cerebral Palsy, Subway, Wisconsin Athletics, Coldstone Creamery, Asia Restaurant, Wendy's, and New Berlin West. Jennifer Jesse has experience working with high net worth individuals, charitable organizations, and pension and profit sharing plans. Jennifer Jesse is a registered Investment Advisor Representative with the state of Wisconsin. Jennifer Jesse provides services including financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Jennifer Jesse is also a Certified Financial Planner.
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
05/11/2022 - Present
Annex Wealth Management, LLC (BROOKFIELD WI)
Active
Inactive
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