Jake Anton Balistreri

Current Employers

Employment History

• 05/2021 → 01/2022
  Mcadam Llc
  Chicago, IL
• 09/2013 → 06/2017
  Kettle Moraine High School
  Wales, WI
• 09/2017 → 05/2021
  University Of Wisconsin-Whitewater
  Whitewater, WI
• 06/2017 → 08/2017
  Walmart
  Delafield, WI
• 04/2014 → 06/2021
  Berkshire On Sunset
  Waukesha, WI
• 05/2019 → 09/2019
  Delafield Public Works
  Delafield, WI
• 05/2018 → 09/2019
  Delafield Public Works
  Delafield, WI
• 06/2020 → 09/2020
  Savaglia Financial Advisors
  Oak Creek, WI
• 01/2023 → 09/2023
  Sagepoint Financial Inc.
  Milwaukee, WI
• 09/2023 → Present
  Osaic Wealth, Inc.
  Milwaukee, WI
• 02/2022 → 01/2023
  Steve Koch
  Milwaukee, WI

Previous Registrations

• 2023-01-18 → 2023-09-01
  Osaic Services, Inc.
  Milwaukee, WI
• 2021-10-27 → 2022-01-10
  Mcadam Llc
  Chicago, IL
  Radnor, PA

Other Businesses

1. Currently employed as a practice associate for Steve Koch. Securities industry 160 hrs a month and 120 hours during securities hours. 1200 N Mayfair Rd. Suite 300, Milwaukee, WI 53226. February 2022-Present. The practice associate duties include case notes, completing service net tickets, account openings, and sitting in on meetings. 2. HIGH POINT CAPITAL GROUP POSITION: Financial Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 260 SECURITIES TRADING HOURS: 180 START DATE: 02/01/2024 ADDRESS: 1200 N Mayfair Rd Suite 300, Milwaukee WI 53226, United States DESCRIPTION: Speak to clients, prospect new leads, submit applications/paperwork, wealth management, making trades, 3. JAKE BALISTRERI POSITION: Health POA NATURE: Health care power of attorney for Isabelle Lutzke (My Grandma). INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 09/04/2025 ADDRESS: 10200 W Blue Mound Rd, Apt 1007 WI 53226, United States DESCRIPTION: Health Care Power of Attorney. Assisting in making decisions as they arise. My mom is the first Health care POA but when she is in Iowa, I am the one to make any decisions. 4. JAKE BALISTRERI- INSURANCE POSITION: Agent NATURE: Independent Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2024 ADDRESS: 1200 N. Mayfair Rd. Suite 300, Waukesha WI 53226, United States DESCRIPTION: Making insurance recommendations to clients. Running illustrations for clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-03-14
• S65 Uniform Investment Adviser Law Examination
  2021-10-08