B.B.A., Finance, University of Wisconsin 1982
B.A., Economics, University of Wisconsin 1982
Senior Vice President, Legacy Capital Partners, Inc. 10/2007–Present
Vice President, US Bank, NA Private Client Group 04/1988–10/2007
Trust Department and Invest Center Manager 04/1985–01/1988
Waukesha State Bank Stockbroker, The Milwaukee Company 06/1982–04/1985
Disciplinary Information James Janikowski does not have any disciplinary action to report. Public information concerning Mr. Janikowski’s registration as an investment advisor representative may be found by accessing the SEC's public disclosure site at www.adviserinfo.sec.gov.
Other Business Activities James Janikowski is a Managing Director and Senior Vice President of Legacy Capital Partners, Inc. Mr. Janikowski is also a board member of the Kettle Moraine Education Foundation, as well as a member, former president and board member of Waukesha County Estate Planning Council. Mr. Janikowski also currently serves as President of Waterville Ridge Homeowners’ Association.
Additional Compensation Mr. Janikowski receives no other compensation than from the fees earned from advisory clients.
Supervision James Janikowski is a Senior Vice President of Legacy Capital Partners, Inc. Supervision of Mr. Janikowski is performed by Jeff Brigman in his role as Chief Compliance Officer, through reviews of internal transaction and security holdings reports, electronic and physical correspondence, and other internal reports as mandated by the firm and its regulatory authorities. Mr. Brigman can be reached at 414-271-1664.