Jennifer
Jesse
Annex Wealth Management, LLC
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About this Advisor
Jennifer Jesse is a certified financial planner working in Elm Grove, Wisconsin who has 1 year of relevant experience. Jesse is an advisor for Annex Wealth Management, LLC. The advisor has gained experience at Annex Wealth Management, Strategic Wealth Partners, United Cerebral Palsy, Subway, Wisconsin Athletics, Coldstone Creamery, Asia Restaurant, Wendy'S and New Berlin West. Jesse is able to work in Wisconsin. Annex Wealth Management, LLC is a registered investment business operating out of Elm Grove, WI. The firm has offices in seven locations and a total of 114 employees. It has $4 billion in total assets across its 16,177 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 16,177 accounts, 34% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advice depend on which services are provided. However, fee types billed by Annex Wealth Management, LLC likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Annex Wealth Management, LLC Brokerage Details
$4,204,033,713
114
16,177
$259,877
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jennifer Jesse Work History
Jennifer has been registered as a financial advisor for 1 years.*
Annex Wealth Management
Strategic Wealth Partners
Strategic Wealth Partners
United Cerebral Palsy
Annex Wealth Management
Subway
Wisconsin Athletics
Coldstone Creamery
Asia Restaurant
Wendy'S
New Berlin West
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jennifer Jesse to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Annex Wealth Management, LLC
Elm Grove, WI
Elm Grove, WI
Elm Grove, WI
Elm Grove, WI
Elm Grove, WI
Elm Grove, WI
Elm Grove, WI
Elm Grove, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
