Jacob Johnson

Jacob Johnson serves as Associate Analyst, Equity Research at Annex Wealth Management in Milwaukee, WI, where he plays a critical role in supporting the firm’s Investment Policy Committee with sector analysis, macroeconomic research, and portfolio strategy. His expertise is regularly highlighted in Annex Wealth Management’s educational content and podcasts, where he provides insights on market trends, portfolio management, and investment outlooks.

Jacob’s career spans both public equity and private markets, having previously worked as a Private Equity Real Estate Analyst at 3rd Shore North and as a Private Equity Analyst at Avalerian Capital. His experience covers equity research with a focus on U.S. sectors, as well as private real estate and general private equity, providing him with a broad understanding of multiple asset classes relevant to institutional and private investors.

Jacob holds a bachelor’s degree in Finance from the University of Wisconsin–Milwaukee and is recognized for his analytical rigor and contributions to both public-facing investment education and research. With a background in both private and public markets, he brings a deep understanding of equities, real estate, and alternative investment assets, and is active in communicating complex financial strategies to Annex Wealth Management’s diverse client base.