Jacob Danowski

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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
  Monroe Financial Partners
  Chicago, IL
• 01/2022 → 05/2022
  Federated Mutual Insurance Corporation
  Milwaukee, WI
• 09/2015 → 01/2022
  Mortgage Guaranteed Insurance Corporation
  Milwaukee, WI
• 09/2022 → 03/2024
  Savant Wealth Mangement
  Rockford, IL
• 03/2024 → Present
  Savant Wealth Management
  Rockford, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-30

Designations

• Certified Financial Planner

Other Names

• Jd Danowski
• Jake Danowski