Jeske Asset Management, LLC

Overview

Jeske Asset Management, LLC is a small, independent registered investment adviser structured as an LLC and owned by an individual. The firm focuses on providing financial planning and discretionary portfolio management to individual and family clients and small businesses. Its fee model combines a percentage-of-AUM charge with hourly fees, which supports both ongoing portfolio management and project-based planning work. Investment activity centers on publicly offered pooled funds as the primary building blocks of client portfolios. The adviser does not identify as an active ESG investor and operates from a single-state footprint. Jeske Asset Management maintains an affiliation with an insurance company, which may influence product availability or client solutions, but the core business remains bespoke planning and portfolio oversight for a limited client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices