J
Jeske Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,211,915
Total clients
10
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$121,192
About
The firm provides discretionary portfolio management and financial planning services to individual clients, producing a written Investment Policy Statement for each account and offering ongoing portfolio monitoring and implementation across ETFs, mutual funds, equities, fixed income, TIPS, and exchange-traded real estate funds. Financial planning is offered on an hourly basis and may be provided complimentary to certain advisory clients.
Investment decisions are guided by fundamental and technical analysis and modern portfolio theory, with client risk tolerance documented in each Investment Policy Statement. The firm primarily recommends ETFs and mutual funds but also pursues long-term trading and higher-risk strategies such as options (including selling covered calls and cash‑secured puts and buying puts for hedging), and may use short sales and margin; it generally requires discretionary trading authority to implement these strategies.
Noteworthy distinctions include the principal’s concurrent role as a licensed insurance agent and operator of an insurance agency, with insurance product commissions disclosed as a potential conflict of interest that the firm says it mitigates through disclosures and periodic review. The firm also requires clients to custody assets at Schwab Institutional and receives research and other soft‑dollar benefits from that custodian; combined with the firm’s relatively small asset base and limited client roster, these structural features are relevant considerations for prospective clients.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Fee options
$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+
Main office location
Jeske Asset Management, LLC
Eau Claire WI, United States
Number of offices
1
Most active in
Jeske Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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