Jeffrey Alan Jahnke

Employer firm

Harbour Investments, Inc. CRD 19258

$9.60B regulatory AUM 3,203 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2002 → 05/2018
  Woodbury Financial Services,
  St. Paul, MN
• 05/2018 → Present
  Harbour Investments, Inc.
  Madison, WI

Previous Registrations

• 2002-05-31 → 2018-05-29
  Woodbury Financial Services, Inc.
  Oshkosh, WI
  Oshkosh, WI
  Oshkosh, WI
  Appleton, WI
  Oshkosh, WI
  Sturgeon Bay, WI

Other Businesses

1)Independent Insurance Agent which may include Fixed Index Annuities 2)Financial Planning Group - DBA 3)College Apartment LLC | 1107 Twin Harbor Drive, Winneconne, WI 54986 | Owner | | Description: Manage apartment building I own | Beginning 1/2006 | 5 hours per month, 2 during trading hours | Unpaid | Not investment related 4)Jahnke 448 Main LLC | 1970 Walter Court, Oshkosh, WI 54901 | Owner | Description: Manage building I own | Beginning 4/2009 | 10 hours per month, 10 during trading hours | Unpaid | Not investment related 5)2TMJ Investments, LLC | 1107 Twin Harbor Drive, Winneconne, WI 54986 | Owner | Description: Manage building I own | Beginning 1/2012 | 5 hours per month, 0 during trading hours | Unpaid | Not investment related 6)Cherryland Properties LLC and Cherryland Properties II LLC | 1107 Twin Harbor Drive, Winneconne, WI 54986 | Owner | Description: Manage building I own | Beginning 1/2012 | 5 hours per month, 0 during trading hours | Unpaid | Not investment related 7)Wickman's 2 Brews | 154 S. 3rd Avenue, Sturgeon Bay, WI 54235 | Owner | Description: I own a building where my brother runs a coffee shop/ tap house | Beginning 4/2023 | 5 hours per month, 0 during trading hours | Unpaid | Not investment related 8)Sunshine Resources | 55 West Yew Street, Sturgeon Bay, WI 54235 | Board Member | Description: An organization that serves differently abled and disadvantaged individuals | Beginning 5/2026 | 3 hours per month, 1 during trading hours | Unpaid | Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-01-09
• S63 Uniform Securities Agent State Law Examination
  2000-06-19

Designations

• Certified Financial Planner