Jacob Saul Jansen
Investment adviser representative at Jansen Wealth Management LLC
13 yearsExperience
2 statesRegistered in
$132.3MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Jansen Wealth Management LLCNov 2021 to now
- International Assets Advisory/international AssetsOct 2020 to Nov 2021
- International Assets Investment Management, LLCOct 2020 to Nov 2021
- Agp/alliance Global PartnersMay 2019 to Oct 2020
- Edward JonesMar 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2013
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Jansen Wealth Management LLC
$132.3MAssets managed
237Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6172838
- Firm CRD
- 317824