Jacob S. Jansen

JANSEN WEALTH MANAGEMENT LLC

Altoona, WI 54720

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CRD#: 6172838

Professional summary

Jacob Saul Jansen, who also goes by Jacob Saul Jansen, is a registered financial advisor currently at JANSEN WEALTH MANAGEMENT LLC located in Altoona, Wisconsin.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jacob has worked at 5 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob Saul Jansen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Silent partner of a nutrition company, NuSkool Inc., located at 701 Brazos St. Ste 504 Austin, TX 78701. No compensation received.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Saul Jansen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 17, 2021 - Present

JANSEN WEALTH MANAGEMENT LLC

Office #1: 1476 Blazing Star Blvd Ste 3, Altoona, WI 54720

RIA

CRD#: 317824

Altoona, WI

Past

October 5, 2020 - November 5, 2021

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 144426

ALTOONA, WI

Past

October 5, 2020 - November 5, 2021

INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645

ALTOONA, WI

Past

May 3, 2019 - October 5, 2020

A.G.P. / ALLIANCE GLOBAL PARTNERS

RIA

CRD#: 8361

Altoona, WI

Past

May 3, 2019 - October 5, 2020

A.G.P. / ALLIANCE GLOBAL PARTNERS

CRD#: 8361

Altoona, WI

Past

May 20, 2013 - May 15, 2019

EDWARD JONES

RIA

CRD#: 250

CHIPPEWA FALLS, WI

Past

April 25, 2013 - May 15, 2019

EDWARD JONES

CRD#: 250

CHIPPEWA FALLS, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JANSEN WEALTH MANAGEMENT LLC

CRD#: 317824 / SEC#: 801-132568

RIA

Registered Investment Advisory firm - (4/28/2025 Approved)

Texas

Registered Investment Advisory firm - (5/6/2025 Terminated)

Wisconsin

Registered Investment Advisory firm - (5/13/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/1/2024)

IAR

Wisconsin
(12/17/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/8/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/16/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/24/2013

General Securities Representative Examination

Current Firm

JANSEN WEALTH MANAGEMENT LLC

CRD#: 317824 / SEC#: 801-132568

RIA

Registered Investment Advisory firm - (4/28/2025 Approved)

Texas

Registered Investment Advisory firm - (5/6/2025 Terminated)

Wisconsin

Registered Investment Advisory firm - (5/13/2025 Terminated)

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Contact information

Main Address

1476 Blazing Star Blvd Ste 3, Altoona, WI 54720

Mailing Address

Phone number

(715) 481-0499

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JANSEN DISCLOSURE BROCHURE AND WRAP FEE PROGRAM BROCHURE (4/25/2025)

Regulatory assets under management

Total Number of Accounts	633
AUM (Assets Under Management)	$ 104,745,317

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jacob S. Jansen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Saul Jansen's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

INTERNATIONAL ASSETS ADVISORY, LLC

A.G.P. / ALLIANCE GLOBAL PARTNERS

A.G.P. / ALLIANCE GLOBAL PARTNERS

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

JANSEN WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/8/2021

Series 66

Date: 5/16/2013

SIE

Date: 10/1/2018

Series 7

Date: 4/24/2013

Current Firm

JANSEN WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JANSEN WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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