Jacob Galante
Investment adviser representative at Annex Wealth Management, LLC
11 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
11 years in the industry.
- Annex Wealth Management, LLCJan 2022 to now
- Fisher InvestmentsJun 2020 to Dec 2021
- Witte's Vegetable MarketMay 2018 to Aug 2019
- Westbury BankJan 2018 to May 2020
- Uw MilwaukeeSep 2016 to May 2020
- Cousins SubsAug 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7523289
- Firm CRD
- 127987