Advisor at Jeske Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Jeske Asset Management, LLC
Location
Eau Claire, WI
Credentials
Series 65, Series 66
Industry experience
4 years
David Jeske is the sole advisor at Jeske Asset Management, LLC in Eau Claire, WI, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to founding his firm, he worked at Royal Credit Union and Raymond James Financial Services. He is also a licensed insurance agent operating Jeske Insurance Agency, LLC, where he sells property and casualty insurance. Jeske Asset Management provides discretionary portfolio management and financial planning services to individual clients, utilizing a written Investment Policy Statement for each account. The firm’s investment approach incorporates fundamental and technical analysis alongside modern portfolio theory, primarily recommending ETFs and mutual funds while also engaging in higher-risk strategies such as options trading.
Based on Jeske Asset Management, LLC
$1 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $1,500,000: 0.75% $1,500,001 - $2,000,000: 0.65% $2,000,001+: 0.50%
$150/hour, negotiable, with some complimentary planning for portfolios $100,000+
Eau Claire, WI
Wisconsin
Jeske Asset Management, LLC
2024 - Present (2 years)
Jeske Insurance Agency, LLC
2023 - Present (3 years)
Royal Credit Union
2017 - 2023 (6 years)
Raymond James financial Services
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Eau Claire, WI
RJ Hill's Financial Services, LLC
ChFC®, Series 63, Series 65
Eau Claire, WI
Capital Coordinators Company
Series 65
Eau Claire, WI
Top Shelf Advisors
CFP®, Series 63
Eau Claire, WI
Jones Financial Consulting, LLC
Series 65
Eau Claire, WI
C.R. Haupt LLC
Series 63, Series 65
Eau Claire, WI
McKinley Money, LLC
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