Jacob Peroceschi is a registered investment advisor, based in Brookfield, WI, with 25 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold.
Location
300 N Corporate Dr, Suite 270, Brookfield, WI, 53045
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Regulatory History (1)
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Customer Dispute
May 2008Settled
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
April 2025 - Present · 1 yr 6 mos
Wealth Enhancement Brokerage Services, LLCBroker
April 2025 - Present · 1 yr 6 mos
Wealth Enhancement Advisory Services, LLC
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2009 - October 2023 · 14 yrs 9 mos
Charles Schwab & CO., INC.Broker
April 2004 - October 2023 · 19 yrs 6 mos
Strong Investments, INC.Broker
July 2000 - March 2004 · 3 yrs 8 mos
MML Investors Services, INC.Broker
February 2000 - July 2000 · 5 mos
State Registrations1 state
WI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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