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Jennifer Elizabeth Jesse

Annex Wealth Management, LLC

Brookfield, WI

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Current Employers
Annex Wealth Management, Llc

17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-05-11
  • WI RA
    APPROVED
    Since 2022-05-11

Branch Locations

17950 W. Corporate Drive Suite 300, Brookfield, WI 53045 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Annex Wealth Management Elm Grove WI 06/2021 Present
Strategic Wealth Partners Deerfield IL 01/2020 06/2021
United Cerebral Palsy Madison WI 08/2018 12/2019
Strategic Wealth Partners Milwaukee WI 06/2019 08/2019
Annex Wealth Management Elm Grove WI 06/2018 08/2018
Subway Madison WI 03/2018 06/2018
Wisconsin Athletics Madison WI 08/2017 03/2018
Coldstone Creamery Madison WI 09/2016 05/2017
  • 06/2021 → Present
    Annex Wealth Management
    Elm Grove, WI
  • 01/2020 → 06/2021
    Strategic Wealth Partners
    Deerfield, IL
  • 08/2018 → 12/2019
    United Cerebral Palsy
    Madison, WI
  • 06/2019 → 08/2019
    Strategic Wealth Partners
    Milwaukee, WI
  • 06/2018 → 08/2018
    Annex Wealth Management
    Elm Grove, WI
  • 03/2018 → 06/2018
    Subway
    Madison, WI
  • 08/2017 → 03/2018
    Wisconsin Athletics
    Madison, WI
  • 09/2016 → 05/2017
    Coldstone Creamery
    Madison, WI
Designations
Other Names
  • Jenny Jesse
  • Jennifer E Jesse

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
ENTASIS ASSET MANAGEMENT LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WHN INVESTOR SERVICES, INC.

Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI
WHN INVESTOR SERVICES, INC. · BROOKFIELD, WI

More in Brookfield, WI

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