Jennifer Elizabeth Jesse
Investment adviser representative at Annex Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Annex Wealth Management, LLCJun 2021 to now
- Strategic Wealth PartnersJan 2020 to Jun 2021
- Strategic Wealth PartnersJun 2019 to Aug 2019
- United Cerebral PalsyAug 2018 to Dec 2019
- Annex Wealth ManagementJun 2018 to Aug 2018
- SubwayMar 2018 to Jun 2018
- Wisconsin AthleticsAug 2017 to Mar 2018
- Coldstone CreamerySep 2016 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (WI).
Annex Wealth Management, LLC
Legal name: Annex Advisory Services, LLC
$8.1BAssets managed
6,802Clients
98Advisers
22 yearsIn 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
- 7415383
- Firm CRD
- 127987