← Meet the Team
Jake Knox, CFP®
Wealth Manager
Jake Knox is a Wealth Manager at Annex Wealth Management.
As a Wealth Manager, Jake meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long term. Wealth Managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engages in business development to deliver results.
Jake graduated from UW-Whitewater, where he double majored in Finance with an emphasis in Financial Planning and Information Technology. He is a CERTIFIED FINANCIAL PLANNER ™ professional.
Prior to working at Annex Wealth Management, Jake worked at US Bank in the business lending department. During his time in school, he also worked in their finance department meeting and assisting students with their financial situations.
In his free time, Jake enjoys golf, all things Wisconsin sports, and the Chicago Blackhawks.
Unleash the Power of What's Next
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.
Sign Up For The Axiom®