Jacob S. Jansen, AAMS®

President / Financial Advisor

Jake serves as President and Financial Advisor at Jansen Wealth Management. He has been dedicated to the wealth management industry for almost a decade and holds the Accredited Asset Management Specialist designation. Jake graduated from the University of Wisconsin – Oshkosh, where he earned degrees in Finance, Economics, and Marketing, while also managing the University’s Endowment Fund.

Jake enjoys getting to know his clients personally and working with them to achieve their goals. He also loves volunteering and is grateful to give back to the community. Jake sits on the board of a private equity company and is a board member of the Chippewa Valley After Hours Rotary Club, serving as President for the 2020-2021 year.

Jake lives in Eau Claire with Nichole and their two French Bulldogs, Evie and Clover. Outside of the office, he can be found golfing, at a local dog park, or on one of the many trails in the area.