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David J
Series 65, Series 66
Eau Claire, WI
Jeske Asset Management, LLC
David Jeske is the principal advisor at Jeske Asset Management, LLC in Eau Claire, Wisconsin, holding Series 65 and Series 66 licenses with five years of industry experience. His prior roles include positions at Royal Credit Union and Raymond James Financial Services. Jeske 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, developing written Investment Policy Statements and offering ongoing portfolio monitoring. The firm employs 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 and short sales.
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