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Jacob Johnson
Jacob Johnson is an Associate Research Analyst at Annex Wealth Management.
As an Associate Research Analyst, Jacob works closely with the Equity Research Team, assisting with bottom-up research of equity securities and analyzing economic data.
Jacob has recently graduated from The University of Wisconsin – Milwaukee’s Lubar College of Business with a Bachelor of Business Administration in Finance with a certificate in investment management. Prior to joining Annex full-time, he worked on the Investment team as an intern along with prior experiences in Real Estate, Private Equity, and Operations.
Jacob enjoys staying active through lifting weights, golfing, traveling, and spending time with family and friends.
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After decades of planning and preparation, Annex Wealth Management has established a way of doing business that promises the same warm, personal, one-on-one interaction to all clients. Using leading-edge technology, analytics and review, our staff of skilled professionals constantly seeks to confidently deliver an elite, full-service wealth management experience.
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