Unclaimed Profile

Jacob Saul Jansen

JANSEN WEALTH MANAGEMENT LLC·ALTOONA, Wisconsin

SIE, Series 7, Series 65, Series 66Clean record13 years registeredJANSEN WEALTH MANAGEMENT LLC

1476 BLAZING STAR BLVD, ALTOONA, WI 54720CRD# 6172838Firm CRD# 317824

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacob Saul Jansen · ALTOONA, WI

Registration

CRD #6172838 · JANSEN WEALTH MANAGEMENT LLC · 13 years registered

Brand Profile

Not yet started

Career History

JANSEN WEALTH MANAGEMENT LLC

Dec 2021 – present

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Oct 2020 – Nov 2021

ALTOONA, WI

A.G.P / ALLIANCE GLOBAL PARTNERS

May 2019 – Oct 2020

Altoona, WI

EDWARD JONES

May 2013 – May 2019

CHIPPEWA FALLS, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · May 20, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JANSEN WEALTH MANAGEMENT LLC

CRD 317824 · SEC 801-122897

AUM

$66M

Regulatory assets under management

Employees

422 client accounts

Services offered by JANSEN WEALTH MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at JANSEN WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Jacob Saul Jansen offer?

Jacob Saul Jansen specializes in Investment Management, Fee-Only Advisory. Contact their office in ALTOONA, Wisconsin for a consultation.

What are Jacob Saul Jansen's credentials?

Jacob Saul Jansen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacob Saul Jansen located?

Jacob Saul Jansen is based in ALTOONA, Wisconsin, working with JANSEN WEALTH MANAGEMENT LLC. Their office serves clients in the ALTOONA metropolitan area and surrounding communities.

How does Jacob Saul Jansen charge for services?

Jacob Saul Jansen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JANSEN WEALTH MANAGEMENT LLC?

JANSEN WEALTH MANAGEMENT LLC has approximately 2 employees and manages $66M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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