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Wealth Management / Meet our Team / Jason Johnson
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Headshot of Jason Johnson, a Financial Advisor at Nicolet Bank. Green Bay Downtown
920-617-5311
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Jason Johnson VP Regional Director, Financial Advisor

Jason Johnson is a Vice President at Nicolet Wealth Management with over 14 years of

financial services industry experience. He specializes in serving high net worth

individuals and families by providing tailored financial plans and sophisticated

investment strategies based on specific goals and objectives. In addition to

serving clients, he also serves as member of the Nicolet Wealth Management

Investment Committee.

 

Jason began his career at Navigator Planning Group, where he developed his expertise

in financial planning, portfolio management, trading and client relationship

management. In 2012, he co-founded an investment advisory firm which was later

acquired by Nicolet Bank in 2016.

 

Jason lives in De Pere and enjoys spending time with family and friends, golfing, and

being active. He received his BBA with a finance emphasis from the University of

Wisconsin – Eau Claire and was a member of the golf team.

Investment and insurance products are subject to risks, including possible loss of principal, and are:
• NOT FDIC insured  • NOT insured by any federal government agency
• NEITHER deposits or other obligations of, NOR guaranteed by, Nicolet National Bank or any of its affiliates.

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 and retirement plan level services 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.