Profile
Jacob A.
Wilms is currently working as a Quantitative Analyst at Estate Counselors LLC since 2020.
He completed his undergraduate degree from Arizona State University in 2019 and his graduate degree from DePaul University in 2020.
He also holds a graduate degree from W.P.
Carey School of Business.
Jake Wilms active positions
| Companies | Position | Start |
|---|---|---|
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 | 31/05/2020 |
Training of Jake Wilms
| Arizona State University | Undergraduate Degree |
| DePaul University | Graduate Degree |
| W.P. Carey School of Business | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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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