Unclaimed Profile

Peter J Bach

JACOBUS WEALTH MANAGEMENT INC·MILWAUKEE, Wisconsin

Series 65Clean record16 years registeredJACOBUS WEALTH MANAGEMENT INC

2323 N.MAYFAIR ROAD,SUITE 240, MILWAUKEE, WI 53226-1506CRD# 5118376Firm CRD# 106777

Profile Verification

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

Identity

Peter J Bach · MILWAUKEE, WI

Registration

CRD #5118376 · JACOBUS WEALTH MANAGEMENT INC · 16 years registered

Brand Profile

Not yet started

Career History

CURI CAPITAL, LLC

Dec 2017 – present

JACOBUS WEALTH MANAGEMENT INC

May 2010 – Nov 2017

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 6, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JACOBUS WEALTH MANAGEMENT INC

CRD 106777 · SEC 801-51444

AUM

$791M

Regulatory assets under management

Employees

1,104 client accounts

Services offered by JACOBUS WEALTH MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JACOBUS WEALTH MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Peter J Bach offer?

Peter J Bach specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Peter J Bach's credentials?

Peter J Bach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter J Bach located?

Peter J Bach is based in MILWAUKEE, Wisconsin, working with JACOBUS WEALTH MANAGEMENT INC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Peter J Bach charge for services?

Peter J Bach's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JACOBUS WEALTH MANAGEMENT INC?

JACOBUS WEALTH MANAGEMENT INC has approximately 14 employees and manages $791M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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