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Jason Daniel Johnson

Nicolet Wealth Management

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About Jason Daniel Johnson

Jason Daniel Johnson is a financial advisor with Nicolet Wealth Management. Jason has been in the financial services industry since 2011 and holds Series 7, 66, 52, 24, 53 securities licenses, as well as several state licenses. He is also a registered Investment Advisor Representative. Jason specializes in providing financial advice to individuals, businesses, charitable organizations, and investment clubs.

Firm Information

Jason Johnson is currently registered with Nicolet Wealth Management. Nicolet Wealth Management, headquartered in GREEN BAY, WI, is a wealth management firm offering a variety of financial planning and investment services. With 30 investment advisory professionals and over $3.6 billion in regulatory assets under management, the firm caters to a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. Nicolet Wealth Management provides portfolio management services for individuals, businesses, and investment clubs, and also assists with the selection of other advisors.
Nicolet Wealth Management

111 N. WASHINGTON STREET

GREEN BAY, WI 54301

$3.67B

Assets Under Management

Not reported

Total Clients

32

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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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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Jason Johnson’s Registration & Firm History

WI

08/08/2016 - Present

Nicolet Wealth Management (GREEN BAY WI)

WI

03/21/2011 - 12/31/2017

SII INVESTMENTS, INC. (GREEN BAY WI)

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Licenses & Designations

BOTH

Issued 05/16/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/04/2013

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/09/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Daniel Johnson.
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