JJ
JJ

Jason Daniel Johnson

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

111 N. Washington Street, Green Bay, WI, 54301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jason works as a financial advisor at Nicolet Advisory Services, LLC, dedicating nearly full-time hours to this role. He also engages in outside insurance sales through various carriers.

Employment History
Current Registrations
Private Client Services, LLCBroker
January 2018 - Present · 8 yrs 1 mo
Nicolet Wealth Management
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Sii Investments, INC.
May 2011 - December 2017 · 6 yrs 7 mos
Sii Investments, INC.Broker
March 2011 - December 2017 · 6 yrs 9 mos
State Registrations5 states
CAFLILVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.