Jake Wilms active positions
Companies | Position | Start | End |
---|---|---|---|
Estate Counselors LLC
Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | Analyst-Equity | 01/06/2020 | - |
Career history of Jake Wilms
Training of Jake Wilms
Arizona State University | Undergraduate Degree |
DePaul University | Graduate Degree |
W.P. Carey School of Business | Graduate Degree |
Statistics
International
United States | 5 |
Operational
Graduate Degree | 2 |
Analyst-Equity | 1 |
Undergraduate Degree | 1 |
Sectoral
Consumer Services | 4 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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Estate Counselors LLC
Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | Finance |
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