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Jessica Taske

Vice President at Fiduciary Management

No current adviser or broker registrationSEC record checked 17 October 2026

1
Past adviser firms
1
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Jessica Taske is Vice President of Fiduciary Management, Inc., a Milwaukee investment adviser managing $11.4B. Jessica Taske has past investment-adviser registrations through 1 firm and has passed the Series 65.

Role at Fiduciary Management

Title on Schedule A
Vice President
Control
Jessica Taske is not a control person of Fiduciary Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jessica Taske has held the filed role since August 2011.

The firm

Fiduciary Management, Inc.
Milwaukee, WI

Form ADV filed 9 June 2026

$11.4B AUM570 clients17 advisers1 offices

Career on record

Firms and exams, newest first
  1. Fiduciary Management, Inc.
    – · 17 years
    Milwaukee, WI · Adviser representative · Firm CRD 109149
  2. Fiduciary Management, Inc.
    – · 7 years
    Milwaukee, WI · Adviser representative · Firm CRD 109149
  3. Passed Series 65 · 2006

Registrations and exams

No current adviser or broker registration. Jessica Taske has passed 1 qualifying exam.

Examinations

Series 6528 October 2006
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Jessica Porter Taske
CRD
4548255
Firm
Fiduciary Management, Inc.
Registration status
No current adviser or broker registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Jessica Taske work?

Jessica Taske has been Vice President of Fiduciary Management, Inc. since August 2011.

Source: Form ADV, Schedule A, filed 9 June 2026

Does Jessica Taske have a current investment-adviser registration?

Jessica Taske has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Jessica Taske passed?

Jessica Taske passed the Series 65 in October 2006.

Source: IAPD individual record, checked 17 October 2026

Where was Jessica Taske previously registered as an investment adviser?

Jessica Taske has past investment-adviser registrations through Fiduciary Management, Inc., October 2006 to January 2024; Fiduciary Management, Inc., October 2006 to February 2014, across 1 firm.

Source: IAPD individual record, checked 17 October 2026

Leadership at Fiduciary Management

Sources

  1. IAPD individual record, CRD 4548255. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Fiduciary Management, Inc., filed 9 June 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jessica Taske or Fiduciary Management, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.