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Jacob Patrick Knox

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 2022-05-31
  • WI RA
    APPROVED
    Since 2022-05-31

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 03/2022 Present
Us Bank Brookfield WI 05/2021 03/2022
Prairie Woods Golf Course Avalon WI 09/2020 05/2021
University Of Wisconsin Whitewater Whitewater WI 09/2019 05/2021
C. Coakley Relocation Systems West Allis WI 05/2019 01/2021
Seven Marine Germantown WI 01/2018 01/2019
University Of Wisconsin Whitewater Whitewater WI 09/2017 05/2021
Qdoba Mexican Eats Fox Point WI 04/2015 08/2017
Nicolet High School Glendale WI 09/2013 06/2017
  • 03/2022 → Present
    Annex Wealth Management
    Elm Grove, WI
  • 05/2021 → 03/2022
    Us Bank
    Brookfield, WI
  • 09/2020 → 05/2021
    Prairie Woods Golf Course
    Avalon, WI
  • 09/2019 → 05/2021
    University Of Wisconsin Whitewater
    Whitewater, WI
  • 05/2019 → 01/2021
    C. Coakley Relocation Systems
    West Allis, WI
  • 01/2018 → 01/2019
    Seven Marine
    Germantown, WI
  • 09/2017 → 05/2021
    University Of Wisconsin Whitewater
    Whitewater, WI
  • 04/2015 → 08/2017
    Qdoba Mexican Eats
    Fox Point, WI
  • 09/2013 → 06/2017
    Nicolet High School
    Glendale, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-31
  • S65 Uniform Investment Adviser Law Examination
    2022-05-31
Designations
Other Names
  • Jake Patrick Knox

View on SEC IAPD

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MARINER
M HOLDINGS SECURITIES, INC.
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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