Unclaimed Profile

Jessica Porter Taske

FIDUCIARY MANAGEMENT, INC.·MILWAUKEE, Wisconsin

Series 65Clean record19 years registeredFIDUCIARY MANAGEMENT, INC.

790 N. WATER STREET, MILWAUKEE, WI 53202CRD# 4548255Firm CRD# 109149

Profile Verification

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

Identity

Jessica Porter Taske · MILWAUKEE, WI

Registration

CRD #4548255 · FIDUCIARY MANAGEMENT, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIDUCIARY MANAGEMENT, INC.

FIDUCIARY MANAGEMENT, INC.

Oct 2006 – Jan 2024

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 30, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDUCIARY MANAGEMENT, INC.

CRD 109149 · SEC 801-15164

AUM

$14.9B

Regulatory assets under management

Employees

769 client accounts

Services offered by FIDUCIARY MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at FIDUCIARY MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jessica Porter Taske offer?

Jessica Porter Taske specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Jessica Porter Taske's credentials?

Jessica Porter Taske is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jessica Porter Taske located?

Jessica Porter Taske is based in MILWAUKEE, Wisconsin, last registered with FIDUCIARY MANAGEMENT, INC..

How does Jessica Porter Taske charge for services?

Jessica Porter Taske'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 FIDUCIARY MANAGEMENT, INC.?

FIDUCIARY MANAGEMENT, INC. has approximately 26 employees and manages $14.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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