Jacob Jansen has been Managing Member of Jansen Wealth Management since November 2020, is a control person of the firm and directly owns 75% or more of it. Jacob Jansen studied at the University of Wisconsin-Oshkosh.
Jansen Wealth Management LLC is an Altoona, WI firm with $132M under management, 237 clients and 2 advisers in one office, as of its March 2026 filing.
Jacob Jansen is Founder and Wealth Manager of Jansen Wealth Management, based in Altoona, Wisconsin. Jansen has worked in the wealth management industry for over a decade. He has sat on the board of a private equity company and is a past board member and past President of the Chippewa Valley After Hours Rotary Club.
Jacob Jansen’s longest registration was 5 years at Edward Jones (2013–2019). Before joining Jansen Wealth Management in 2021, Jacob Jansen was registered through International Assets Investment Management, LLC and A.g.p / Alliance Global Partners.
- Jansen Wealth Management LLCCurrent– present · 4 yearsAltoona, WI · Adviser representative · Firm CRD 317824
- International Assets Investment Management, LLC– · 1 yearAltoona, WI · Adviser representative · Firm CRD 144426
- A.g.p / Alliance Global Partners– · 1 yearAltoona, WI · Adviser representative · Firm CRD 8361
- Edward Jones– · 5 yearsChippewa Falls, WI · Adviser representative · Firm CRD 250
Professional designations
Listed by Jansen Wealth Management
- Accredited Asset Management Specialist (AAMS®)
Investment adviser representative registrations
Jacob Jansen is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from December 2021; the most recent is Texas, in May 2024.
- TexasResidentSince 1 May 2024
- WisconsinSince 17 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 November 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 May 2013 |
| Series 7 | General Securities Representative Examination | 24 April 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jacob Saul Jansen
- CRD
- 6172838
- Firm
- Jansen Wealth Management · CRD 317824
- Role
- Managing Member
- Office
- 1476 BLAZING STAR BLVD, STE 3, Altoona, WI 54720
- Registration
- Investment adviser registration
- In the industry since
- June 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jansenwealth.com
Where does Jacob Jansen work?
Jacob Jansen has been Managing Member of Jansen Wealth Management LLC since November 2020, and is a control person of the firm.
Is Jacob Jansen a financial advisor?
Yes. Jacob Jansen has a current investment-adviser registration in Texas and Wisconsin, through Jansen Wealth Management since December 2021.
How many years of experience does Jacob Jansen have?
Jacob Jansen has 13 years in the financial industry, since June 2013, across 4 adviser firms.
What exams has Jacob Jansen passed?
Jacob Jansen has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in April 2013. FINRA credited Jacob Jansen with the SIE, which began in October 2018.
Where did Jacob Jansen work before Jansen Wealth Management?
Before Jansen Wealth Management, Jacob Jansen was registered through International Assets Investment Management, LLC, October 2020 to November 2021; A.g.p / Alliance Global Partners, May 2019 to October 2020; Edward Jones, May 2013 to May 2019.
Where is Jacob Jansen based?
Jacob Jansen’s registered office is in Altoona, WI.
Is Jacob Jansen registered with FINRA?
No. Jacob Jansen has no current broker registration.
How can I verify Jacob Jansen’s record?
Search CRD 6172838 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Jansen’s full registration record.