Jesse Josiah Becker

Current Employers

Employment History

• 03/2022 → 10/2023
  Dan Carter Advisors Cpa Plc
  Ada, MI
• 05/2021 → 03/2022
  Bdo Usa
  Grand Rapids, MI
• 05/2020 → 08/2020
  Bdo Usa
  Grand Rapids, MI
• 06/2019 → 08/2019
  Bremer Bank
  Lake Elmo, MN
• 11/2023 → 12/2025
  Couture Advisory Group, Llc
  Eau Claire, WI
• 06/2022 → 10/2023
  Ada Indoor Country Club
  Ada, MI
• 11/2023 → 07/2025
  Ae Wealth Management, Llc
  Topeka, KS
• 11/2013 → 04/2022
  Student
  Allendale, MI
• 01/2024 → Present
  Keystone Tax Llc
  Eau Claire, WI
• 05/2025 → Present
  The Keystone Group Llc Dba Keystone
  Eau Claire, WI
• 01/2026 → Present
  Keystone Financial
  Eau Claire, WI
• 01/2026 → Present
  Estate Roadmap
  Eau Claire, WI

Previous Registrations

• 2023-11-09 → 2025-07-30
  Ae Wealth Management, Llc
  Eau Claire, WI

Other Businesses

1.) Keystone Financial, LLC ; Yes Investment Related; 4252 Southtowne Dr, Ste D, Eau Claire, WI 54701; Insurance Sales; POSITION Managing Member/Agent; START DATE: 01/2026; Approx. 20 hours a month; Approx. 20 hours during trading; Insurance Sales and Services. 2.) KEYSTONE TAX LLC POSITION: Owner NATURE: Tax preparation and bookkeeping INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2024 ADDRESS: 4252 Southtowne Dr, Suite D, Eau Claire WI 54701, United States DESCRIPTION: I am the sole tax preparer and bookkeeper on staff. This is a small entity and will not represent more than 10% of time each month. 3) Conifer Enterprises, LLC; Investment related-No; NATURE: Personal real estate investment entity. 4252 Southtowne Dr, Ste D, Eau Claire, WI 54701 NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 / month 4) Estate Roadmap, LLC; Investment related-No; NATURE: Bookkeeping entity for estate planning coordination services. 4252 Southtowne Dr, Ste D, Eau Claire, WI 54701 NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 / month

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-30