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Jamie Lynne Watkins

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 2025-09-19
  • WI RA
    APPROVED
    Since 2025-09-19

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 Brookfield WI 06/2025 Present
Review Services Inc. Brookfield WI 03/2022 06/2025
Utility Services, Llc Brookfield WI 05/2021 03/2022
Hanson & Santaga, S.C. Brookfield WI 01/2018 09/2021
Elder Law Center Of Wisconsin Brookfield WI 07/2019 10/2019
Hudec Law Offices East Troy WI 07/2017 01/2018
University Of Wisconsin-Mke Waukesha WI 05/2022 04/2025
University Of Wisconsin Waukesha WI 05/2016 05/2017
University Of Wisconsin- Whitewater Whitewater WI 08/2017 05/2019
  • 06/2025 → Present
    Annex Wealth Management
    Brookfield, WI
  • 03/2022 → 06/2025
    Review Services Inc.
    Brookfield, WI
  • 05/2021 → 03/2022
    Utility Services, Llc
    Brookfield, WI
  • 01/2018 → 09/2021
    Hanson & Santaga, S.C.
    Brookfield, WI
  • 07/2019 → 10/2019
    Elder Law Center Of Wisconsin
    Brookfield, WI
  • 07/2017 → 01/2018
    Hudec Law Offices
    East Troy, WI
  • 05/2022 → 04/2025
    University Of Wisconsin-Mke
    Waukesha, WI
  • 05/2016 → 05/2017
    University Of Wisconsin
    Waukesha, WI
  • 08/2017 → 05/2019
    University Of Wisconsin- Whitewater
    Whitewater, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-19
  • S65 Uniform Investment Adviser Law Examination
    2025-09-19
Other Names
  • Jamie Lynne Watkins Johnson

View on SEC IAPD

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MARINER
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STATE FARM INVESTMENT MANAGEMENT CORP.
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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