linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jacob W Johnson

North Star Asset Management Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jacob? Claim Your Profile

About Jacob W Johnson

Jacob W Johnson is an investment advisor representative associated with North Star Asset Management Inc. Jacob has been in the industry since 2011. Jacob has a current registration in Wisconsin and specializes in financial planning and portfolio management for individuals and businesses. Jacob is a Chartered Financial Analyst. Jacob previously worked at Thompson Investment Management and Mairs and Power, Inc.

Firm Information

Jacob Johnson is currently registered with North Star Asset Management Inc.. North Star Asset Management Inc. is an investment advisor based in Neenah, WI, with approximately $1 billion to $10 billion in assets under management. The firm provides financial planning and portfolio management for individuals, businesses, and charitable organizations. They manage a total of 3,090 accounts with a total of $2,727,420,238 in regulatory assets under management. North Star's services include portfolio management for individuals, portfolio management for businesses, and financial planning.
North Star Asset Management Inc.

134 E. WISCONSIN AVE.

NEENAH, WI 54956

$2.73B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jacob Johnson’s Registration & Firm History

WI

01/25/2024 - Present

North Star Asset Management Inc. (NEENAH WI)

Not sure if Jacob W Johnson is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob W Johnson.
Not sure if Jacob W Johnson is right for you?