Jake Perrine

Employer firm

Fortress Planning Group CRD 157900

$345M regulatory AUM 283 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2022 → 08/2022
  Provident Financial
  Delafield, WI
• 06/2021 → 01/2023
  Eric's Hand Tossed Pizza & Sub
  Oconomowoc, WI
• 03/2021 → 06/2021
  La Crosse Parks & Rec
  La Crosse, WI
• 01/2020 → 08/2020
  Ch Coakley & Co
  Milwaukee, WI
• 09/2019 → 05/2023
  University Of Wisconsin - La Crosse
  La Crosse, WI
• 07/2019 → 08/2019
  Mjs Landscaping Services
  Waukesha, WI
• 05/2017 → 05/2019
  Chocolate Factory
  Oconomowoc, WI
• 08/2015 → 06/2019
  Oconomowoc High School
  Oconomowoc, WI
• 07/2023 → 07/2025
  Charles Schwab Co., Inc.
  Lone Tree, CO
• 08/2025 → 11/2025
  Fidelity Investments
  Milwaukee, WI
• 05/2023 → 07/2023
  Unemployed
  Sullivan, WI
• 06/2019 → 07/2019
  Scramblers
  Oconomowoc, WI
• 11/2025 → Present
  Fortress Planning Group, Llc
  Pewaukee, WI

Previous Registrations

• 2025-09-22 → 2025-11-12
  Strategic Advisers Llc
  Delafield, WI
• 2025-02-27 → 2025-08-10
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-02-27
• S63 Uniform Securities Agent State Law Examination
  2023-12-05

Other Names

• Jake Adams Perrine
• Jake Perrine