A complete list of active advisors currently associated with Jeske Asset Management, LLC
Warmer can help you find a great advisor at Jeske Asset Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Jeske Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Eau Claire, WI
| 5
|
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