Benjamin F. Edwards & Company
46yrs
Top advisor by experience in Madison
2yrs
Based in Madison, Wisconsin, Jacob Schiessl is a fiduciary financial advisor with 2 years of industry experience. Jacob has been with Harbour Investments since 2024. Harbour Investments offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and subscription fees.
One of 702 advisors with offices in Madison, and one of 632 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office621 N Sherman Ave Suite B8, Madison, WI 53704
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Commissions
Typical client at the firm ?$309,963
Advisors at the firm247
States licensed ?1 state
Services through Harbour Investments
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowHarbour Investments, Inc.Current firm
Contact Jacob
(608) 662-6100Harbour Investments main office 621 N Sherman Ave Suite B8Madison, WI 53704Office · Get directions X (Twitter) pageHarbour Investments
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jacob
Tailored to Jacob’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jacob
How do I contact Jacob?
Call Harbour Investments at (608) 662-6100 and ask for Jacob Schiessl. Jacob works from the Madison, WI office.
How long has Jacob been a financial advisor?
Jacob has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Jacob hold?
Series 66. Tap any license on this page to see what it allows.
Is Jacob a fiduciary?
Jacob is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jacob paid?
Harbour Investments reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, commissions on some products. Ask Jacob for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Buttonwood Partners
46yrs
Top 1% by experience in Madison
Cambridge Investment Research Advisors
46yrs
Top 1% by experience in Madison
Park Avenue Securities
45yrs
Top 1% by experience at Park Avenue Securities
Wealth Enhancement Advisory Services
45yrs
Top 1% by experience at Wealth Enhancement Advisory Services
Cetera Investment Advisers
45yrs
Top 1% by experience at Cetera Investment Advisers