We would never recommend investments that we wouldn't use ourselves.
Headshot of Jacob (JT) Crosby, Financial Advisor at Nicolet Bank. Green Bay Downtown
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Jacob (JT) Crosby Financial Advisor

JT Crosby is a Financial Advisor with Nicolet Wealth Management. JT joined the Nicolet Wealth Management team in early 2018. He is proud to work in and serve the Green Bay community and focuses on establishing solid and productive working relationships with his clients.

JT lives with his wife, Dana, in Hobart. They enjoy outdoor activities including golf, cross country skiing and hiking.

JT is a 2017 graduate of St. Norbert College with a Bachelors of Science in Business. He holds series 7 and 66 licenses, as well as being licensed in Life Insurance.

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.