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Charles

Charles "CJ" Jessup, CFP®, EA

Associate Financial Advisor

414-298-7731

CJessup@rwbaird.com

Charles “CJ” Jessup is a CERTIFIED FINANCIAL PLANNER® and most recently earned his Enrolled Agent (EA) designation. His four years with and leading Baird’s Wealth Planning Team prior to joining the Apex Group afforded him the opportunity to build a strong planning skill set and significantly grow his expertise and experience.


CJ found his passion for comprehensive financial planning while with the Wealth Planning Team and brings that enthusiasm with him in his conversations. His goal is to provide financial comfort and confidence for all individuals and families, focusing primarily on what matters most to them and putting in “the numbers” second.


CJ was born and raised in the west suburbs of Milwaukee. Outside of work, he coaches for the Shorewood Junior Greyhounds youth boys’ basketball program and the nationally recognized Wisconsin Playground Club’s AAU boys’ basketball program. He is an avid reader, golfer, and lifelong Milwaukee Bucks fan.