Gestión patrimonial / Equipo de gestión patrimonial / Jason Smerchek
Nunca Recomendaríamos Inversiones Que Nosotros Mismos No Usaríamos.
Jason Smerchek Marinette
715-732-3582
Envíe Un Correo Electrónico A Jason
BrokerCheck - check the background of this investment professional

Jason Smerchek Asesor Financiero

Jason Smerchek es un oficial de confianza de Nicolet Wealth Management. Usando sus más de 20 años de experiencia, ayuda a los clientes a adaptar su plan financiero para ayudarlos a alcanzar sus metas. Su pasión es ayudar a los clientes a maniobrar en los mercados financieros respondiendo preguntas y encontrando soluciones. Él cree en la construcción de relaciones duraderas con los clientes.

Jason vive en Marinette con su esposa Karen y sus tres hijos. En familia disfrutan tanto del esquí en la nieve como del agua, estar al aire libre y viajar.

Jason se graduó de la Universidad de Wisconsin-Oshkosh. Tiene una Licenciatura en Ciencias Económicas y una Licenciatura en Administración de Empresas en Finanzas y Marketing.

Investment and insurance products:

  • Are Not FDIC Insured
  • May Lose Value
  • Are Not Bank Guaranteed
  • Are Not Deposits Are Not Guaranteed by Any Federal Government Entity
  • Are Not a Condition to Any Banking Service or Activity

Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank.

Advisory services offered through Nicolet Advisory Services, LLC, a Registered Investment Advisor. Securities and insurance products offered through Private Client Services ("PCS"), member FINRA/SIPC. PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services.

Trust services are offered through Nicolet National Bank, a national bank with trust powers.

Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.

Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.