Jacob Patrick Knox
Investment adviser representative at Annex Wealth Management, LLC
13 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
13 years in the industry.
- Annex Wealth Management, LLCMar 2022 to now
- US BankMay 2021 to Mar 2022
- Prairie Woods Golf CourseSep 2020 to May 2021
- C. Coakley Relocation SystemsMay 2019 to Jan 2021
- Seven MarineJan 2018 to Jan 2019
- University of Wisconsin WhitewaterSep 2017 to May 2021
- Qdoba Mexican EatsApr 2015 to Aug 2017
- Nicolet High SchoolSep 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7531406
- Firm CRD
- 127987