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Jan Brian Cliff

Johnson Wealth Inc.

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About Jan Brian Cliff

Jan Brian Cliff is an investment advisor representative at Johnson Wealth Inc., based in Madison, WI. Jan has been in the industry since 1987 and holds Series 6, Series 22, and Series 63 licenses. Jan is a Chartered Financial Analyst. Jan is also a Portfolio Manager for Johnson Bank. Jan specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisers to clients.

Firm Information

Jan Cliff is currently registered with Johnson Wealth Inc.. Johnson Wealth Inc. is an investment advisor based in MILWAUKEE, WI. The firm manages approximately $8.44 billion in regulatory assets under management. Johnson Wealth Inc. provides financial planning, pension consulting, and selection of other advisors for individuals, corporations, and other institutions. The firm also provides portfolio management for individuals and businesses.
Johnson Wealth Inc.

555 EAST WELLS STREET

MILWAUKEE, WI 53202

$8.44B

Assets Under Management

Not reported

Total Clients

59

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jan Cliff’s Registration & Firm History

WI

01/27/2022 - Present

Johnson Wealth Inc. (Madison WI)

NA

05/19/1987 - 04/27/1990

WADDELL & REED, INC.

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Licenses & Designations

BC

Issued 05/13/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/04/1987

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 05/15/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jan Brian Cliff.
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