Non-deposit products: Are not FDIC insured; Are not deposits; May lose value.
Wealth Management / Meet our Team / Jon Woo
We would never recommend investments that we wouldn't use ourselves.
Jon Woo Eau Claire
715-251-7403
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Jon Woo Financial Advisor

Jon Woo is a Financial Advisor with Nicolet Wealth Management.  He joined the Eau Claire office in 2025. Born and raised in Eau Claire, Jon comes from a family deeply committed to client satisfaction; his grandparents and parents established the first two Chinese restaurants in the city starting in 1950. 
 
He graduated from the University of Minnesota - Carlson School of Business and has earned the right to use the Charter Financial Analyst (CFA ®) designation. Jon has over 25 years of experience managing clients' financial assets and possesses a thorough understanding of the financial markets. His primary goal is to offer exceptional service that helps clients meet their long-term financial objectives.

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.