Jake Janicek, EA

Jake Janicek is a Wealth Manager at Annex Wealth Management.

As a Wealth Manager, Jake guides clients through every stage of their financial journey—overseeing the design, implementation, and ongoing monitoring of personalized wealth strategies. He provides objective, comprehensive advice rooted in each client’s goals and leads regular review meetings to ensure their plan stays aligned with life’s changes and opportunities.

Jake began his career at an asset management firm after graduating from the University of Wisconsin–Milwaukee with bachelor’s degrees in Business Administration for both Accounting and Finance. With nearly a decade of experience in the industry, and as an Enrolled Agent (EA) with the IRS, Jake focuses on helping clients make smart financial decisions through thoughtful tax planning and long-term retirement strategies.

Jake enjoys finding practical ways to help people build wealth and find tax advantageous avenues in retirement. He believes in taking a proactive approach, getting ahead of potential tax issues so clients can feel more confident about their financial future.

Outside of work, Jake loves spending time with his wife and son. He’s an avid golfer, a Packers fan, and enjoys going down to the deer district to cheer on the Milwaukee Bucks.