Jason Johnson is a Wealth Advisor with Nicolet Wealth Management. He has 10 years of experience and has a wide range of industry knowledge including operations, trading, portfolio management, financial planning and client relationship management.
Jason serves as a member of the Bank’s Investment Committee and contributes to the department’s strategic plan. Prior to Nicolet, Jason co-founded an investment advisory platform in 2012 which was later acquired by Nicolet in 2016.
Jason lives in Green Bay and enjoys spending time with family and friends, golfing, snowboarding and being active. He obtained his undergraduate degree from the University of Wisconsin – Eau Claire and was a member of the golf team.
Jason enjoys helping clients not only achieve financial success but lead successful lives, while understanding that each individual has their own unique definition of success he strives to help guide them by understanding what’s important to each individual.
Investment and insurance products:
Nicolet Wealth Management is a brand name that refers to Nicolet National Bank and certain of its departments and affiliates that provide investment advisory, trust, retirement planning and insurance services.
Advisory products and services offered by Investment Advisor Representatives through Nicolet Advisory Services, LLC., a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services (PCS), member FINRA/SIPC. Products and services offered are not insured by the FDIC or any other Federal Government Agency, not a deposit or other obligation of, or guaranteed by, any bank or its affiliates, subject to risks including the possible loss of principal amount invested. Private Client Services is not affiliated with Nicolet National Bank, Nicolet Wealth Management, or Nicolet Advisory Services.
Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank. Nicolet Advisory Services, LLC recommends the brokerage and custodial services of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is not affiliated in any way with Nicolet National Bank or its affiliated companies.
Trust services are offered through Nicolet National Bank, a national bank with trust powers. Trust services utilizes SEI Private Trust Company ("SPTC") as its custody provider. SPTC is not affiliated in any way with Nicolet National Bank or its affiliated companies.
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.